PDS Planning, Inc REET Holdings History
PDS Planning, Inc's iShares Global REIT ETF Holding Summary
As of 2025-03-31, PDS Planning, Inc held 1.36 Mil shares of iShares Global REIT ETF(REET), totaling $32.98 Mil. This investment constitutes 2.78% of their stock portfolio, and PDS Planning, Inc now holds 0.86% of the outstanding iShares Global REIT ETF(REET) stock.
The initial trade took place in 2021Q2. And since then PDS Planning, Inc has made 16 purchases of REET, at an average price of $25.21, for a total of 1.36 Mil shares. Based on historical transaction data and REET's current price of $25.15, PDS Planning, Inc's estimated gain on his REET holdings is $-85,563.86, reflecting a -0.25% gain to date.
PDS Planning, Inc REET ($25.15) Holding Chart
PDS Planning, Inc REET ($25.15) 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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