Prevail Innovative Wealth Advisors, LLC Ishares Tr Mtg Real Estate ETF Transaction History
Prevail Innovative Wealth Advisors, LLC
- $515 Billion
- Q3 2025
A detailed history of Prevail Innovative Wealth Advisors, LLC transactions in Ishares Tr Mtg Real Estate ETF stock. As of the latest transaction made, Prevail Innovative Wealth Advisors, LLC holds 136,115 shares of REM stock, worth $3 Million. This represents 0.58% of its overall portfolio holdings.
Number of Shares
136,115
Previous 111,968
21.57%
Holding current value
$3 Million
Previous $2.39 Billion
24.92%
% of portfolio
0.58%
Previous 0.54%
Shares
4 transactions
Others Institutions Holding REM
# of Institutions
137Shares Held
8.74MCall Options Held
157KPut Options Held
321K-
Wells Fargo & Company San Francisco, CA1.63MShares$36 Million0.01% of portfolio
-
Morgan Stanley New York, NY763KShares$16.8 Million0.0% of portfolio
-
Envestnet Asset Management Inc636KShares$14 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC541KShares$11.9 Million0.0% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ390KShares$8.58 Million0.01% of portfolio