Vantage Financial Partners Ltd., Inc. USRT Holdings History
Vantage Financial Partners Ltd., Inc.'s iShares Core U.S. REIT ETF Holding Summary
As of 2024-06-30, Vantage Financial Partners Ltd., Inc. held 196,088.00 shares of iShares Core U.S. REIT ETF(USRT), totaling $10.50 Mil. This investment constitutes 2.61% of their stock portfolio, and Vantage Financial Partners Ltd., Inc. now holds -% of the outstanding iShares Core U.S. REIT ETF(USRT) stock.
The initial trade took place in 2024Q1. And since then Vantage Financial Partners Ltd., Inc. has made 2 purchases of USRT, at an average price of $52.35, for a total of 196,088.00 shares. Based on historical transaction data and USRT's current price of $57.85, Vantage Financial Partners Ltd., Inc.'s estimated gain on his USRT holdings is $1.08 Mil, reflecting a 10.50% gain to date.
Vantage Financial Partners Ltd., Inc. USRT ($57.85) Holding Chart
Vantage Financial Partners Ltd., Inc. USRT ($57.85) 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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