Fsm Wealth Advisors, LLC Ishares Global Reit ETF Transaction History
Fsm Wealth Advisors, LLC
- $690 Million
- Q3 2025
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 480,653 shares of REET stock, worth $12.1 Million. This represents 1.78% of its overall portfolio holdings.
Number of Shares
480,653
Previous 430,419
11.67%
Holding current value
$12.1 Million
Previous $10.6 Million
15.56%
% of portfolio
1.78%
Previous 1.76%
Shares
5 transactions
Others Institutions Holding REET
# of Institutions
334Shares Held
71.1MCall Options Held
5.6KPut Options Held
200-
Valmark Advisers, Inc.6.05MShares$152 Million2.03% of portfolio
-
Northwestern Mutual Wealth Management CO5.43MShares$137 Million0.09% of portfolio
-
Black Rock Inc. New York, NY5.38MShares$136 Million0.0% of portfolio
-
M&T Bank Corp4.79MShares$121 Million0.42% of portfolio
-
Morgan Stanley New York, NY3.45MShares$87 Million0.01% of portfolio