Fsm Wealth Advisors, LLC Ishares Global Reit ETF Transaction History
Fsm Wealth Advisors, LLC
- $405 Million
- Q4 2024
A detailed history of Fsm Wealth Advisors, LLC transactions in Ishares Global Reit ETF stock. As of the latest transaction made, Fsm Wealth Advisors, LLC holds 262,887 shares of REET stock, worth $6.41 Million. This represents 1.56% of its overall portfolio holdings.
Number of Shares
262,887
Previous 245,368
7.14%
Holding current value
$6.41 Million
Previous $6.55 Million
3.77%
% of portfolio
1.56%
Previous 1.74%
Shares
2 transactions
Others Institutions Holding REET
# of Institutions
295Shares Held
75.3MCall Options Held
32.7KPut Options Held
13.7K-
Valmark Advisers, Inc.5.65MShares$138 Million2.12% of portfolio
-
Black Rock Inc. New York, NY5.38MShares$131 Million0.0% of portfolio
-
Northwestern Mutual Wealth Management CO4.81MShares$117 Million0.11% of portfolio
-
Hsbc Holdings PLC London, X04.2MShares$102 Million0.07% of portfolio
-
M&T Bank Corp3.96MShares$96.6 Million0.35% of portfolio