AXS Investments LLC USRT Holdings History
Number of Shares
158,291.00
Current Holdings Value*
$9.12 Mil
% of Portfolio
2.52%
Total Estimate Gain
$-11,871.83
% of Total Estimate Gain
-0.13%
AXS Investments LLC's iShares Core U.S. REIT ETF Holding Summary
As of 2025-03-31, AXS Investments LLC held 158,291.00 shares of iShares Core U.S. REIT ETF(USRT), totaling $9.12 Mil. This investment constitutes 2.52% of their stock portfolio, and AXS Investments LLC now holds 0.31% of the outstanding iShares Core U.S. REIT ETF(USRT) stock.
The initial trade took place in 2025Q1. And since then AXS Investments LLC has made 1 purchases of USRT, at an average price of $57.92, for a total of 158,291.00 shares. Based on historical transaction data and USRT's current price of $57.85, AXS Investments LLC's estimated gain on his USRT holdings is $-11,871.83, reflecting a -0.13% gain to date.
AXS Investments LLC USRT ($57.85) Holding Chart
AXS Investments LLC USRT ($57.85) 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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