Lederer & Associates Investment Counsel Ishares Tr Residential And Mul Transaction History
Lederer & Associates Investment Counsel
- $151 Million
- Q2 2025
A detailed history of Lederer & Associates Investment Counsel transactions in Ishares Tr Residential And Mul stock. As of the latest transaction made, Lederer & Associates Investment Counsel holds 2,375 shares of REZ stock, worth $193,491. This represents 0.13% of its overall portfolio holdings.
Number of Shares
2,375
Previous 2,375
-0.0%
Holding current value
$193,491
Previous $205,000
4.39%
% of portfolio
0.13%
Previous 0.15%
Shares
5 transactions
Others Institutions Holding REZ
# of Institutions
184Shares Held
4.8MCall Options Held
3.1KPut Options Held
9.1K-
Morgan Stanley New York, NY529KShares$43.1 Million0.0% of portfolio
-
Franklin, Parlapiano, Turner & Welch, LLC475KShares$38.7 Million10.21% of portfolio
-
Northwestern Mutual Wealth Management CO293KShares$23.9 Million0.02% of portfolio
-
Aprio Wealth Management, LLC254KShares$20.7 Million2.59% of portfolio
-
Tobias Financial Advisors, Inc. Plantation, FL179KShares$14.6 Million2.6% of portfolio