WMP
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Wealth Management Partners’s iShares Global REIT ETF REET Stock Holding History

Wealth Management Partners’s Portfolio REET Stock Details REET Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-42,623
Closed -$1.11M – 122
2021
Q1 		$1.11M Sell
42,623
-5,181
-11% -$128K 0.83% 34
2020
Q4 		$1.16M Buy
+47,804
New +$1.08M 0.91% 26

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Jones Financial Companies
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M&T Bank
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GI
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Wells Fargo
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Bank of Montreal
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SC
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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CWM
Cahaba Wealth Management Atlanta, Georgia $1.47B AUM 13.36% 1-Year Est. Return