Number of Shares
3,542.00
Current Holdings Value*
$203,010.00
% of Portfolio
0.02%
Total Estimate Gain
$415,886.38
% of Total Estimate Gain
3.22%

Executive Wealth Management, LLC's iShares Core U.S. REIT ETF Holding Summary

As of 2024-12-31, Executive Wealth Management, LLC held 3,542.00 shares of iShares Core U.S. REIT ETF(USRT), totaling $203,010.00. This investment constitutes 0.02% of their stock portfolio, and Executive Wealth Management, LLC now holds 0.01% of the outstanding iShares Core U.S. REIT ETF(USRT) stock.

The initial trade took place in 2019Q3. And since then Executive Wealth Management, LLC has made 3 purchases of USRT, at an average price of $56.49, for a total of 228,857.00 shares. In addition, there have been 6 sales at an average price of $58.32 for 225,315.00 shares. Based on historical transaction data and USRT's current price of $57.85, Executive Wealth Management, LLC's estimated gain on his USRT holdings is $415,886.38, reflecting a 3.22% gain to date.

Executive Wealth Management, LLC USRT ($57.85) Holding Chart

Executive Wealth Management, 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 %

Top Ranked Articles

  • 1