Plan Group Financial, LLC REZ Holdings History
Plan Group Financial, LLC's iShares Residential and Multisector Real Estate ETF Holding Summary
As of 2025-03-31, Plan Group Financial, LLC held 70,164.00 shares of iShares Residential and Multisector Real Estate ETF(REZ), totaling $6.06 Mil. This investment constitutes 2.16% of their stock portfolio, and Plan Group Financial, LLC now holds 0.72% of the outstanding iShares Residential and Multisector Real Estate ETF(REZ) stock.
The initial trade took place in 2023Q2. And since then Plan Group Financial, LLC has made 7 purchases of REZ, at an average price of $74.75, for a total of 82,119.00 shares. In addition, there have been 1 sales at an average price of $67.20 for 11,955.00 shares. Based on historical transaction data and REZ's current price of $83.26, Plan Group Financial, LLC's estimated gain on his REZ holdings is $507,110.04, reflecting a 8.26% gain to date.
Plan Group Financial, LLC REZ ($83.26) Holding Chart
Plan Group Financial, 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 % | |||
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