First Ascent Asset Management, LLC Ishares Global Reit ETF Transaction History
First Ascent Asset Management, LLC
- $892 Billion
- Q4 2023
A detailed history of First Ascent Asset Management, LLC transactions in Ishares Global Reit ETF stock. As of the latest transaction made, First Ascent Asset Management, LLC holds 12,557 shares of REET stock, worth $322,463. This represents 0.03% of its overall portfolio holdings.
Number of Shares
12,557
Previous 11,976
4.85%
Holding current value
$322,463
Previous $254 Million
19.76%
% of portfolio
0.03%
Previous 0.03%
Shares
5 transactions
Others Institutions Holding REET
# of Institutions
326Shares Held
77.8MCall Options Held
18.6KPut Options Held
200-
Valmark Advisers, Inc.5.82MShares$149 Million2.03% of portfolio
-
Hsbc Holdings PLC London, X05.68MShares$146 Million0.09% of portfolio
-
Black Rock Inc. New York, NY5.38MShares$138 Million0.0% of portfolio
-
Northwestern Mutual Wealth Management CO5.01MShares$129 Million0.09% of portfolio
-
M&T Bank Corp4.91MShares$126 Million0.42% of portfolio