Proficio Capital Partners LLC Ishares Tr Residential And Mul Transaction History
Proficio Capital Partners LLC
- $1.22 Billion
- Q1 2025
A detailed history of Proficio Capital Partners LLC transactions in Ishares Tr Residential And Mul stock. As of the latest transaction made, Proficio Capital Partners LLC holds 2,670 shares of REZ stock, worth $219,233. This represents 0.02% of its overall portfolio holdings.
Number of Shares
2,670
Previous 12,525
78.68%
Holding current value
$219,233
Previous $1.01 Million
77.32%
% of portfolio
0.02%
Previous 0.09%
Shares
3 transactions
Others Institutions Holding REZ
# of Institutions
188Shares Held
5.13MCall Options Held
10.8KPut Options Held
11.1K-
Franklin, Parlapiano, Turner & Welch, LLC472KShares$38.7 Million11.0% of portfolio
-
Morgan Stanley New York, NY468KShares$38.5 Million0.0% of portfolio
-
Tobias Financial Advisors, Inc. Plantation, FL312KShares$25.7 Million5.41% of portfolio
-
Aprio Wealth Management, LLC301KShares$24.7 Million3.55% of portfolio
-
Northwestern Mutual Wealth Management CO239KShares$19.6 Million0.02% of portfolio