CAPITAL PERFORMANCE ADVISORS LLP USRT Holdings History
EARNED WEALTH ADVISORS, LLC's iShares Core U.S. REIT ETF Holding Summary
As of 2025-03-31, EARNED WEALTH ADVISORS, LLC held 59,137.00 shares of iShares Core U.S. REIT ETF(USRT), totaling $3.41 Mil. This investment constitutes 0.75% of their stock portfolio, and EARNED WEALTH ADVISORS, LLC now holds 0.12% of the outstanding iShares Core U.S. REIT ETF(USRT) stock.
The initial trade took place in 2025Q1. And since then EARNED WEALTH ADVISORS, LLC has made 1 purchases of USRT, at an average price of $57.92, for a total of 59,137.00 shares. Based on historical transaction data and USRT's current price of $56.56, EARNED WEALTH ADVISORS, LLC's estimated gain on his USRT holdings is $-80,426.32, reflecting a -2.35% gain to date.
EARNED WEALTH ADVISORS, LLC USRT ($56.56) Holding Chart
EARNED WEALTH ADVISORS, LLC USRT ($56.56) 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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