Number of Shares
15,591.00
Current Holdings Value*
$2.04 Mil
% of Portfolio
0.62%
Total Estimate Gain
$90,583.71
% of Total Estimate Gain
4.28%

Atlantic Edge Private Wealth Management, LLC's CBRE Group Inc Holding Summary

As of 2025-03-31, Atlantic Edge Private Wealth Management, LLC held 15,591.00 shares of CBRE Group Inc(CBRE), totaling $2.04 Mil. This investment constitutes 0.62% of their stock portfolio, and Atlantic Edge Private Wealth Management, LLC now holds 0.01% of the outstanding CBRE Group Inc(CBRE) stock.

The initial trade took place in 2025Q1. And since then Atlantic Edge Private Wealth Management, LLC has made 1 purchases of CBRE, at an average price of $135.89, for a total of 15,591.00 shares. Based on historical transaction data and CBRE's current price of $141.70, Atlantic Edge Private Wealth Management, LLC's estimated gain on his CBRE holdings is $90,583.71, reflecting a 4.28% gain to date.

Atlantic Edge Private Wealth Management, LLC CBRE ($141.70) Holding Chart

Atlantic Edge Private Wealth Management, LLC CBRE ($141.70) 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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