Walter & Keenan Wealth Management LLC Ishares Core U.S. Reit ETF Transaction History
Walter & Keenan Wealth Management LLC
- $313 Million
- Q2 2024
A detailed history of Walter & Keenan Wealth Management LLC transactions in Ishares Core U.S. Reit ETF stock. As of the latest transaction made, Walter & Keenan Wealth Management LLC holds 15,006 shares of USRT stock, worth $904,261. This represents 0.26% of its overall portfolio holdings.
Number of Shares
15,006
Previous 15,807
5.07%
Holding current value
$904,261
Previous $850,000
5.53%
% of portfolio
0.26%
Previous 0.28%
Shares
7 transactions
Others Institutions Holding USRT
# of Institutions
338Shares Held
31.8MCall Options Held
1.6KPut Options Held
0-
Black Rock Inc. New York, NY2.92MShares$176 Million0.0% of portfolio
-
Us Bancorp \De\2.65MShares$160 Million0.19% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA2.55MShares$154 Million0.03% of portfolio
-
Glenmede Trust CO Na Philadelphia, PA1.72MShares$104 Million0.47% of portfolio
-
Trust CO Of Tennessee Knoxville, TN1.14MShares$68.7 Million21.85% of portfolio