American Financial & Tax Strategies Inc Fidelity Covington Tr Msci Rea Transaction History
American Financial & Tax Strategies Inc
- $188 Million
- Q4 2024
A detailed history of American Financial & Tax Strategies Inc transactions in Fidelity Covington Tr Msci Rea stock. As of the latest transaction made, American Financial & Tax Strategies Inc holds 192,230 shares of FREL stock, worth $5.21 Million. This represents 2.76% of its overall portfolio holdings.
Number of Shares
192,230
Previous 192,224
-0.0%
Holding current value
$5.21 Million
Previous $5.67 Million
8.33%
% of portfolio
2.76%
Previous 2.95%
Shares
5 transactions
Others Institutions Holding FREL
# of Institutions
220Shares Held
23.4MCall Options Held
0Put Options Held
0-
Essential Planning, Llc. Portsmouth, NH7.94MShares$215 Million1.43% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA1.31MShares$35.6 Million0.02% of portfolio
-
Lido Advisors, LLC Los Angeles, CA1.21MShares$32.7 Million0.15% of portfolio
-
Ae Wealth Management LLC891KShares$24.2 Million0.23% of portfolio
-
Citizens & Northern Corp783KShares$21.2 Million5.85% of portfolio