Roxbury Financial LLC Fidelity Covington Tr Msci Rea Transaction History

Roxbury Financial LLC

$104 Billion
Q4 2024

A detailed history of Roxbury Financial LLC transactions in Fidelity Covington Tr Msci Rea stock. As of the latest transaction made, Roxbury Financial LLC holds 78 shares of FREL stock, worth $2,145. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$2,145

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 30, 2025	BUY	$26.61 - $29.85 $2,075 - $2,328	78 New	78 $2.33 Million

Others Institutions Holding FREL

# of Institutions

216

Shares Held

15.9M

Call Options Held

Put Options Held

Pnc Financial Services Group, Inc. Pittsburgh, PA

1.35M
Shares

$37.2 Million
0.03% of portfolio
Lido Advisors, LLC Los Angeles, CA

1.16M
Shares

$31.9 Million
0.17% of portfolio
Life Planning Partners, Inc

1.16M
Shares

$31.9 Million
0.23% of portfolio
Citizens & Northern Corp

783K
Shares

$21.5 Million
5.85% of portfolio
Ae Wealth Management LLC

729K
Shares

$20.1 Million
0.22% of portfolio

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About FIDELITY COVINGTON TR MSCI REA

Ticker FREL
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