Modern Wealth Management, LLC Ishares Core U.S. Reit ETF Transaction History
Modern Wealth Management, LLC
- $1.11 Trillion
- Q1 2024
A detailed history of Modern Wealth Management, LLC transactions in Ishares Core U.S. Reit ETF stock. As of the latest transaction made, Modern Wealth Management, LLC holds 99,990 shares of USRT stock, worth $5.34 Million. This represents 0.47% of its overall portfolio holdings.
Number of Shares
99,990
Previous 101,948
1.92%
Holding current value
$5.34 Million
Previous $5.53 Billion
5.99%
% of portfolio
0.47%
Previous 0.74%
Shares
2 transactions
Others Institutions Holding USRT
# of Institutions
350Shares Held
28MCall Options Held
3.3KPut Options Held
11.5K-
Black Rock Inc. New York, NY2.68MShares$143 Million0.0% of portfolio
-
Charles Schwab Investment Advisory, Inc. San Francisco, CA2.6MShares$139 Million0.19% of portfolio
-
Us Bancorp \De\2.35MShares$125 Million0.18% of portfolio
-
Northwestern Mutual Wealth Management CO1.03MShares$55.3 Million0.06% of portfolio
-
Morgan Stanley New York, NY843KShares$45 Million0.0% of portfolio