FSM Wealth Advisors, LLC REET Holdings History
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 $25.26, FSM Wealth Advisors, LLC's estimated gain on his REET holdings is $57,415.10, reflecting a 0.67% gain to date.
FSM Wealth Advisors, LLC REET ($25.26) Holding Chart
FSM Wealth Advisors, LLC REET ($25.26) 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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