Sea Crest Wealth Management, LLC Ishares Tr Residential And Mul Transaction History
Sea Crest Wealth Management, LLC
- $874 Million
- Q2 2025
A detailed history of Sea Crest Wealth Management, LLC transactions in Ishares Tr Residential And Mul stock. As of the latest transaction made, Sea Crest Wealth Management, LLC holds 7,499 shares of REZ stock, worth $613,268. This represents 0.07% of its overall portfolio holdings.
Number of Shares
7,499
Previous 7,350
2.03%
Holding current value
$613,268
Previous $630,000
2.06%
% of portfolio
0.07%
Previous 0.07%
Shares
7 transactions
Others Institutions Holding REZ
# of Institutions
183Shares Held
4.69MCall Options Held
3.6KPut 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