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
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 28, 2025

BUY
$23.24 - $25.16 $1.77 Million - $1.92 Million
76,188 Added 28.98%
339,075 $8.23 Million
Q4 2024

Jan 24, 2025

BUY
$23.43 - $26.54 $410,470 - $464,954
17,519 Added 7.14%
262,887 $6.3 Million
Q3 2024

Oct 30, 2024

BUY
$23.07 - $27.17 $5.66 Million - $6.67 Million
245,368 New
245,368 $6.55 Million

Others Institutions Holding REET

About ISHARES GLOBAL REIT ETF


  • Ticker REET
  • Sector ETFs
  • Industry ETFs
More about REET
Track This Portfolio

Track Fsm Wealth Advisors, LLC Portfolio

Follow Fsm Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Fsm Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Fsm Wealth Advisors, LLC with notifications on news.