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iShares FTSE NAREIT Resi Plus Capp shares owned by Procyon Private Wealth Partners

Quarter-by-quarter ownership of iShares FTSE NAREIT Resi Plus Capp (REZ) shares owned by Procyon Private Wealth Partners from 13F filings

Historical chart of Procyon Private Wealth Partners investment in iShares FTSE NAREIT Resi Plus Capp

Tip: Access up to 7 years of quarterly data

All positions including iShares FTSE NAREIT Resi Plus Capp held by Procyon Private Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares FTSE NAREIT Resi Plus Capp by Procyon Private Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $10M 139k 72.07
2023-12-31 $9.5M 129k 73.52
2023-09-30 $8.0M 121k 65.95

More positions owned by Procyon Private Wealth Partners

Microsoft Corporation (MSFT)
Apple (AAPL)
Amazon (AMZN)
American Centy Etf Tr Us Quality Grow (QGRO)
Spdr Ser Tr Portfolio Crport (SPBO)
NVIDIA Corporation (NVDA)
Pacer Fds Tr Pacer Us Small (CALF)
Vanguard Whitehall Fds Intl High Etf (VYMI)
Vanguard Index Fds Growth Etf (VUG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Meta Platforms Cl A (META)
Vanguard Whitehall Fds High Div Yld (VYM)
JPMorgan Chase & Co. (JPM)

View all positions for Procyon Private Wealth Partners

Top funds holding iShares FTSE NAREIT Resi Plus Capp

Capital Asset Advisory Services
Franklin, Parlapiano, Turner & Welch
Axxcess Wealth Management
Royal Bank of Canada
Procyon Private Wealth Partners
Cornerstone Planning Group
Frank. Day
Bank of America Corporation
Wells Fargo & Company
Ascension Capital Advisors
Goldman Sachs Group
UBS Group
Partners Capital Investment Group
Citadel Advisors
Plan Group Financial

View all funds holding iShares FTSE NAREIT Resi Plus Capp