FSM Wealth Advisors, LLC REET Holdings History
Number of Shares
339,075.00
Current Holdings Value*
$8.23 Mil
% of Portfolio
1.85%
Total Estimate Gain
$-47,698.15
% of Total Estimate Gain
-0.56%
FSM Wealth Advisors, LLC's iShares Global REIT ETF Holding Summary
As of 2025-03-31, FSM Wealth Advisors, LLC held 339,075.00 shares of iShares Global REIT ETF(REET), totaling $8.23 Mil. This investment constitutes 1.85% of their stock portfolio, and FSM Wealth Advisors, LLC now holds 0.21% of the outstanding iShares Global REIT ETF(REET) stock.
The initial trade took place in 2024Q3. And since then FSM Wealth Advisors, LLC has made 3 purchases of REET, at an average price of $25.09, for a total of 339,075.00 shares. Based on historical transaction data and REET's current price of $24.95, FSM Wealth Advisors, LLC's estimated gain on his REET holdings is $-47,698.15, reflecting a -0.56% gain to date.
FSM Wealth Advisors, LLC REET ($24.95) Holding Chart
FSM Wealth Advisors, LLC REET ($24.95) 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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