Summit Trail Advisors, LLC Ishares Tr Mtg Real Estate ETF Transaction History
Summit Trail Advisors, LLC
- $3.97 Billion
- Q3 2024
Shares
4 transactions
Others Institutions Holding REM
# of Institutions
141Shares Held
9.4MCall Options Held
98KPut Options Held
440K-
Morgan Stanley New York, NY1.27MShares$27.4 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA833KShares$18 Million0.0% of portfolio
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Wny Asset Management, LLC Williamsville, NY830KShares$17.9 Million2.38% of portfolio
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Bank Of America Corp Charlotte, NC614KShares$13.2 Million0.0% of portfolio
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Envestnet Asset Management Inc454KShares$9.78 Million0.0% of portfolio