Fsm Wealth Advisors, LLC Ishares Global Reit ETF Transaction History
Fsm Wealth Advisors, LLC
- $603 Million
- Q2 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 430,419 shares of REET stock, worth $10.6 Million. This represents 1.76% of its overall portfolio holdings.
Number of Shares
430,419
Previous 339,075
26.94%
Holding current value
$10.6 Million
Previous $8.23 Million
29.25%
% of portfolio
1.76%
Previous 1.86%
Shares
4 transactions
Others Institutions Holding REET
# of Institutions
321Shares Held
77MCall Options Held
5.6KPut Options Held
200-
Valmark Advisers, Inc.5.82MShares$144 Million2.03% of portfolio
-
Hsbc Holdings PLC London, X05.68MShares$140 Million0.09% of portfolio
-
Black Rock Inc. New York, NY5.38MShares$133 Million0.0% of portfolio
-
M&T Bank Corp4.92MShares$122 Million0.44% of portfolio
-
Northwestern Mutual Wealth Management CO4.88MShares$121 Million0.1% of portfolio