Sovereign Financial Group, Inc. Ishares Tr Residential And Mul Transaction History
Sovereign Financial Group, Inc.
- $421 Million
- Q3 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 43,388 shares of REZ stock, worth $3.81 Million. This represents 0.92% of its overall portfolio holdings.
Number of Shares
43,388
Previous 39,517
9.8%
Holding current value
$3.81 Million
Previous $3.04 Million
26.66%
% of portfolio
0.92%
Previous 0.77%
Shares
13 transactions
Others Institutions Holding REZ
# of Institutions
158Shares Held
5.74MCall Options Held
17.3KPut Options Held
12.9K-
Strategic Financial Concepts, LLC San Antonio, TX1.11MShares$97.6 Million0.01% of portfolio
-
Franklin, Parlapiano, Turner & Welch, LLC480KShares$42.1 Million10.24% of portfolio
-
Axxcess Wealth Management, LLC Carlsbad, CA469KShares$41.2 Million1.0% of portfolio
-
Morgan Stanley New York, NY314KShares$27.6 Million0.0% of portfolio
-
Aprio Wealth Management, LLC258KShares$22.6 Million3.96% of portfolio