Diversify Wealth Management, LLC Fidelity Covington Tr Msci Rea Transaction History
Diversify Wealth Management, LLC
- $1.28 Trillion
- Q4 2024
A detailed history of Diversify Wealth Management, LLC transactions in Fidelity Covington Tr Msci Rea stock. As of the latest transaction made, Diversify Wealth Management, LLC holds 134,073 shares of FREL stock, worth $3.68 Million. This represents 0.27% of its overall portfolio holdings.
Number of Shares
134,073
Previous 148,275
9.58%
Holding current value
$3.68 Million
Previous $4.33 Billion
19.55%
% of portfolio
0.27%
Previous 0.42%
Shares
3 transactions
Others Institutions Holding FREL
# of Institutions
218Shares Held
15.9MCall Options Held
0Put Options Held
0-
Pnc Financial Services Group, Inc. Pittsburgh, PA1.35MShares$37.2 Million0.03% of portfolio
-
Lido Advisors, LLC Los Angeles, CA1.16MShares$31.9 Million0.17% of portfolio
-
Life Planning Partners, Inc1.16MShares$31.8 Million0.23% of portfolio
-
Citizens & Northern Corp783KShares$21.5 Million5.85% of portfolio
-
Ae Wealth Management LLC729KShares$20 Million0.22% of portfolio