Tobias Financial Advisors, Inc. Ishares Tr Residential And Mul Transaction History
Tobias Financial Advisors, Inc.
- $499 Million
- Q1 2025
A detailed history of Tobias Financial Advisors, Inc. transactions in Ishares Tr Residential And Mul stock. As of the latest transaction made, Tobias Financial Advisors, Inc. holds 312,427 shares of REZ stock, worth $26.1 Million. This represents 5.41% of its overall portfolio holdings.
Number of Shares
312,427
Previous 294,129
6.22%
Holding current value
$26.1 Million
Previous $23.8 Million
13.3%
% of portfolio
5.41%
Previous 4.93%
Shares
2 transactions
Others Institutions Holding REZ
# of Institutions
187Shares Held
5.13MCall Options Held
10.8KPut Options Held
11.1K-
Franklin, Parlapiano, Turner & Welch, LLC472KShares$39.4 Million11.0% of portfolio
-
Morgan Stanley New York, NY468KShares$39.1 Million0.0% of portfolio
-
Aprio Wealth Management, LLC301KShares$25.1 Million3.55% of portfolio
-
Northwestern Mutual Wealth Management CO239KShares$19.9 Million0.02% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN161KShares$13.4 Million0.0% of portfolio