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Cerro Pacific Wealth Advisors’s iShares Residential and Multisector Real Estate ETF REZ Stock Holding History

Cerro Pacific Wealth Advisors’s Portfolio REZ Stock Details REZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-4,297
Closed -$344K – 149
2022
Q2 		$344K Buy
+4,297
New +$373K 0.22% 114

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Bank of America
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Ameriprise
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FPTW
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Envestnet Asset Management
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CAAS
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Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
CCA
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Wells Fargo
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LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return