Fsm Wealth Advisors, LLC Ishares Global Reit ETF Transaction History
Fsm Wealth Advisors, LLC
- $443 Million
- Q1 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 339,075 shares of REET stock, worth $8.2 Million. This represents 1.86% of its overall portfolio holdings.
Number of Shares
339,075
Previous 262,887
28.98%
Holding current value
$8.2 Million
Previous $6.3 Million
30.53%
% of portfolio
1.86%
Previous 1.56%
Shares
3 transactions
Others Institutions Holding REET
# of Institutions
316Shares Held
76.4MCall Options Held
5.6KPut Options Held
200-
Valmark Advisers, Inc.5.71MShares$138 Million2.12% of portfolio
-
Hsbc Holdings PLC London, X05.68MShares$137 Million0.08% of portfolio
-
Black Rock Inc. New York, NY5.38MShares$130 Million0.0% of portfolio
-
M&T Bank Corp4.92MShares$119 Million0.44% of portfolio
-
Northwestern Mutual Wealth Management CO4.57MShares$110 Million0.09% of portfolio