Richard W. Paul & Associates, LLC Ishares Tr Residential And Mul Transaction History

Richard W. Paul & Associates, LLC

$278 Billion
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Jul 25, 2023	BUY	$68.53 - $73.43 $1,302 - $1,395	19 New	19 $1.39 Million

Others Institutions Holding REZ

# of Institutions

161

Shares Held

5.42M

Call Options Held

8.1K

Put Options Held

12.9K

Strategic Financial Concepts, LLC San Antonio, TX

1.11M
Shares

$95 Million
0.01% of portfolio
Franklin, Parlapiano, Turner & Welch, LLC

476K
Shares

$40.7 Million
10.92% of portfolio
Morgan Stanley New York, NY

314K
Shares

$26.8 Million
0.0% of portfolio
Aprio Wealth Management, LLC

258K
Shares

$22 Million
3.96% of portfolio
Northwestern Mutual Wealth Management CO

209K
Shares

$17.9 Million
0.02% of portfolio

About ISHARES TR RESIDENTIAL AND MUL

Ticker REZ
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Richard W. Paul & Associates, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Richard W. Paul & Associates, LLC with notifications on news.