Proficio Capital Partners LLC Ishares Tr Residential And Mul Transaction History
Proficio Capital Partners LLC
- $20.2 Billion
- Q2 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 $218,352. This represents 0.0% of its overall portfolio holdings.
Number of Shares
2,670
Previous 2,670
-0.0%
Holding current value
$218,352
Previous $230,000
4.78%
% of portfolio
0.0%
Previous 0.02%
Shares
3 transactions
Others Institutions Holding REZ
# of Institutions
184Shares Held
4.74MCall Options Held
3.1KPut Options Held
9.1K-
Morgan Stanley New York, NY529KShares$43.3 Million0.0% of portfolio
-
Franklin, Parlapiano, Turner & Welch, LLC475KShares$38.8 Million10.21% of portfolio
-
Northwestern Mutual Wealth Management CO293KShares$24 Million0.02% of portfolio
-
Aprio Wealth Management, LLC254KShares$20.8 Million2.59% of portfolio
-
Tobias Financial Advisors, Inc. Plantation, FL179KShares$14.7 Million2.6% of portfolio