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 %

Top Ranked Articles

  • 1