Number of Shares
215,554.00
Current Holdings Value*
$6.74 Mil
% of Portfolio
4.12%
Total Estimate Gain
$-649,518.45
% of Total Estimate Gain
-8.84%

Anderson Financial Strategies, LLC's Nuveen Short-Term REIT ETF Holding Summary

As of 2025-03-31, Anderson Financial Strategies, LLC held 215,554.00 shares of Nuveen Short-Term REIT ETF(NURE), totaling $6.74 Mil. This investment constitutes 4.12% of their stock portfolio, and Anderson Financial Strategies, LLC now holds 14.87% of the outstanding Nuveen Short-Term REIT ETF(NURE) stock.

The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $31.45 for 6,713.00 shares. Based on historical transaction data and NURE's current price of $30.11, Anderson Financial Strategies, LLC's estimated gain on his NURE holdings is $-649,518.45, reflecting a -8.84% gain to date.

Anderson Financial Strategies, LLC NURE ($30.11) Holding Chart

Anderson Financial Strategies, LLC NURE ($30.11) 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 %

Top Ranked Articles

  • 1