Sovereign Financial Group, Inc. Ishares Tr Residential And Mul Transaction History
Sovereign Financial Group, Inc.
- $374 Million
- Q1 2024
A detailed history of Sovereign Financial Group, Inc. transactions in Ishares Tr Residential And Mul stock. As of the latest transaction made, Sovereign Financial Group, Inc. holds 32,866 shares of REZ stock, worth $2.53 Million. This represents 0.63% of its overall portfolio holdings.
Number of Shares
32,866
Previous 30,033
9.43%
Holding current value
$2.53 Million
Previous $2.21 Million
7.25%
% of portfolio
0.63%
Previous 0.68%
Shares
11 transactions
Others Institutions Holding REZ
# of Institutions
150Shares Held
4.62MCall Options Held
500Put Options Held
18.9K-
Capital Asset Advisory Services LLC Haslett, MI463KShares$35.7 Million1.9% of portfolio
-
Franklin, Parlapiano, Turner & Welch, LLC459KShares$35.4 Million9.1% of portfolio
-
Axxcess Wealth Management, LLC Carlsbad, CA453KShares$34.9 Million0.94% of portfolio
-
Morgan Stanley New York, NY362KShares$28 Million0.0% of portfolio
-
Northwestern Mutual Wealth Management CO184KShares$14.2 Million0.01% of portfolio