Western Pacific Wealth Management, LP Ishares Tr Mtg Real Estate ETF Transaction History
Western Pacific Wealth Management, LP
- $149 Million
- Q3 2024
Shares
2 transactions
Others Institutions Holding REM
# of Institutions
132Shares Held
8.44MCall Options Held
131KPut Options Held
352K-
Morgan Stanley New York, NY1.2MShares$27.3 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA833KShares$18.9 Million0.0% of portfolio
-
Wny Asset Management, LLC Williamsville, NY830KShares$18.9 Million2.38% of portfolio
-
Bank Of America Corp Charlotte, NC586KShares$13.3 Million0.0% of portfolio
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Envestnet Asset Management Inc454KShares$10.3 Million0.0% of portfolio