Merriman Wealth Management, LLC USRT Holdings History
Merriman Wealth Management, LLC's iShares Core U.S. REIT ETF Holding Summary
As of 2024-12-31, Merriman Wealth Management, LLC held - shares of iShares Core U.S. REIT ETF(USRT), totaling N/A. This investment constitutes 0% of their stock portfolio, and Merriman Wealth Management, LLC now holds 0% of the outstanding iShares Core U.S. REIT ETF(USRT) stock.
The initial trade took place in 2021Q4. And since then Merriman Wealth Management, LLC has made 3 purchases of USRT, at an average price of $55.15, for a total of 366,629.00 shares. In addition, there have been 5 sales at an average price of $56.61 for 366,629.00 shares. Based on historical transaction data and USRT's current price of $57.66, Merriman Wealth Management, LLC's estimated gain on his USRT holdings is $534,762.87, reflecting a 2.64% gain to date.
Merriman Wealth Management, LLC USRT ($57.66) Holding Chart
Merriman 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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