Executive Wealth Management, LLC USRT Holdings History
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 $57.66, Executive Wealth Management, LLC's estimated gain on his USRT holdings is $415,213.05, reflecting a 3.21% gain to date.
Executive Wealth Management, LLC USRT ($57.66) Holding Chart
Executive Wealth Management, LLC USRT ($57.66) 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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