True Wealth Design, LLC Fidelity Covington Tr Msci Rea Transaction History
True Wealth Design, LLC
- $327 Billion
- Q3 2025
Shares
1 transactions
Others Institutions Holding FREL
# of Institutions
233Shares Held
18.5MCall Options Held
0Put Options Held
0-
Lido Advisors, LLC Los Angeles, CA1.33MShares$36.3 Million0.12% of portfolio
-
Ae Wealth Management LLC1.23MShares$33.6 Million0.25% of portfolio
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Pnc Financial Services Group, Inc. Pittsburgh, PA1.03MShares$28 Million0.02% of portfolio
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Envestnet Asset Management Inc967KShares$26.3 Million0.01% of portfolio
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Citizens & Northern Corp822KShares$22.4 Million5.8% of portfolio