Cornerstone Planning Group LLC REZ Holdings History
Cornerstone Planning Group LLC's iShares Residential and Multisector Real Estate ETF Holding Summary
As of 2025-03-31, Cornerstone Planning Group LLC held 151,420.00 shares of iShares Residential and Multisector Real Estate ETF(REZ), totaling $12.50 Mil. This investment constitutes 2.99% of their stock portfolio, and Cornerstone Planning Group LLC now holds 1.55% of the outstanding iShares Residential and Multisector Real Estate ETF(REZ) stock.
The initial trade took place in 2022Q4. And since then Cornerstone Planning Group LLC has made 8 purchases of REZ, at an average price of $72.01, for a total of 151,420.00 shares. Based on historical transaction data and REZ's current price of $83.26, Cornerstone Planning Group LLC's estimated gain on his REZ holdings is $1.70 Mil, reflecting a 15.62% gain to date.
Cornerstone Planning Group LLC REZ ($83.26) Holding Chart
Cornerstone Planning Group LLC REZ ($83.26) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
