CUSIP 97717W331NEW ECON REAL ESWTREQ4 2025
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradeQ4 2025
16 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 31.7K | $674.2K | −1.2K | Reduced |
| 2 | Lpl Financial LLC | 21.2K | $452.0K | +7.1K | Added |
| 3 | Ae Wealth Management LLC | 14.7K | $312.5K | −920 | Reduced |
| 4 | Morgan Stanley | 2.4K | $50.6K |
| Reduced |
| 5 | Osaic Holdings, Inc. | 1.8K | $37.7K | +1 | Added |
| 6 | Wells Fargo & Company/Mn | 1.7K | $36.4K | −1.8K | Reduced |
| 7 | Murphy & Mullick Capital Management Corp | 1.3K | $27.1K | 0 | Held |
| 8 | Farther Finance Advisors, LLC | 1.1K | $23.4K | 0 | Held |
| 9 | Ubs Group AG | 141 | $3.0K | +141 | New |
| 10 | Geneos Wealth Management Inc. | 102 | $2.2K | 0 | Held |
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