Tobias Financial Advisors, Inc. Ishares Tr Residential And Mul Call Options Transaction History

Tobias Financial Advisors, Inc.

$569 Million
Q2 2025

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding REZ

# of Institutions

184

Shares Held

4.81M

Call Options Held

3.1K

Put Options Held

9.1K

Morgan Stanley New York, NY

529K
Shares

$44.9 Million
0.0% of portfolio
Franklin, Parlapiano, Turner & Welch, LLC

475K
Shares

$40.3 Million
10.21% of portfolio
Northwestern Mutual Wealth Management CO

293K
Shares

$24.9 Million
0.02% of portfolio
Aprio Wealth Management, LLC

254K
Shares

$21.6 Million
2.59% of portfolio
Cornerstone Planning Group LLC Fairfield, NJ

168K
Shares

$14.2 Million
2.83% of portfolio

About ISHARES TR RESIDENTIAL AND MUL

Ticker REZ
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