ARBOR TRUST WEALTH ADVISORS, LLC ICF Holdings History
ARBOR TRUST WEALTH ADVISORS, LLC's iShares Select U.S. REIT ETF Holding Summary
As of 2025-03-31, ARBOR TRUST WEALTH ADVISORS, LLC held 67,137.00 shares of iShares Select U.S. REIT ETF(ICF), totaling $4.13 Mil. This investment constitutes 1.94% of their stock portfolio, and ARBOR TRUST WEALTH ADVISORS, LLC now holds 0.21% of the outstanding iShares Select U.S. REIT ETF(ICF) stock.
The initial trade took place in 2022Q1. And since then ARBOR TRUST WEALTH ADVISORS, LLC has made 9 purchases of ICF, at an average price of $64.55, for a total of 76,674.00 shares. In addition, there have been 3 sales at an average price of $54.39 for 9,537.00 shares. Based on historical transaction data and ICF's current price of $61.17, ARBOR TRUST WEALTH ADVISORS, LLC's estimated gain on his ICF holdings is $-324,184.15, reflecting a -6.55% gain to date.
ARBOR TRUST WEALTH ADVISORS, LLC ICF ($61.17) Holding Chart
ARBOR TRUST WEALTH ADVISORS, LLC ICF ($61.17) 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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