Topel & Distasi Wealth Management, LLC Ishares Core U.S. Reit ETF Transaction History
Topel & Distasi Wealth Management, LLC
- $226 Million
- Q1 2024
A detailed history of Topel & Distasi Wealth Management, LLC transactions in Ishares Core U.S. Reit ETF stock. As of the latest transaction made, Topel & Distasi Wealth Management, LLC holds 84,249 shares of USRT stock, worth $4.55 Million. This represents 2.0% of its overall portfolio holdings.
Number of Shares
84,249
Previous 83,171
1.3%
Holding current value
$4.55 Million
Previous $4.52 Million
0.38%
% of portfolio
2.0%
Previous 2.15%
Shares
10 transactions
Others Institutions Holding USRT
# of Institutions
351Shares Held
28MCall Options Held
3.3KPut Options Held
11.5K-
Black Rock Inc. New York, NY2.68MShares$145 Million0.0% of portfolio
-
Charles Schwab Investment Advisory, Inc. San Francisco, CA2.6MShares$140 Million0.19% of portfolio
-
Us Bancorp \De\2.35MShares$127 Million0.18% of portfolio
-
Northwestern Mutual Wealth Management CO1.03MShares$55.9 Million0.06% of portfolio
-
Morgan Stanley New York, NY843KShares$45.6 Million0.0% of portfolio