Planning Capital Management Corp Ishares Tr Mtg Real Estate ETF Transaction History

Planning Capital Management Corp

$142 Billion
Q2 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 Apr 26, 2024	BUY	$21.23 - $23.8 $1,019 - $1,142	48 New	48 $1.12 Million

Others Institutions Holding REM

# of Institutions

131

Shares Held

7.71M

Call Options Held

131K

Put Options Held

352K

Morgan Stanley New York, NY

1.2M
Shares

$28.4 Million
0.0% of portfolio
Wny Asset Management, LLC Williamsville, NY

847K
Shares

$20 Million
2.59% of portfolio
Wells Fargo & Company San Francisco, CA

772K
Shares

$18.3 Million
0.0% of portfolio
Bank Of America Corp Charlotte, NC

586K
Shares

$13.9 Million
0.0% of portfolio
Envestnet Asset Management Inc

434K
Shares

$10.3 Million
0.0% of portfolio

About ISHARES TR MTG REAL ESTATE ETF

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