SK Wealth Management, LLC CSRE Holdings History
SK Wealth Management, LLC's Cohen & Steers Real Estate Active ETF Holding Summary
As of 2025-06-30, SK Wealth Management, LLC held 110,882.00 shares of Cohen & Steers Real Estate Active ETF(CSRE), totaling $2.86 Mil. This investment constitutes 1.24% of their stock portfolio, and SK Wealth Management, LLC now holds 6.34% of the outstanding Cohen & Steers Real Estate Active ETF(CSRE) stock.
The initial trade took place in 2025Q1. And since then SK Wealth Management, LLC has made 2 purchases of CSRE, at an average price of $25.42, for a total of 110,882.00 shares. Based on historical transaction data and CSRE's current price of $26.09, SK Wealth Management, LLC's estimated gain on his CSRE holdings is $73,693.37, reflecting a 2.61% gain to date.
SK Wealth Management, LLC CSRE ($26.09) Holding Chart
SK Wealth Management, LLC CSRE ($26.09) 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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