Arkadios Wealth Advisors Fidelity Covington Tr Msci Rea Transaction History

Arkadios Wealth Advisors

$1.64 Billion
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 14, 2022	SELL	$26.0 - $33.6 $14,846 - $19,185	-571 Reduced 5.88%	9,133 $248,000
Q1 2022 May 02, 2022	SELL	$29.92 - $34.45 $66,661 - $76,754	-2,228 Reduced 18.67%	9,704 $314,000
Q4 2021 Feb 03, 2022	BUY	$30.63 - $34.72 $32,957 - $37,358	1,076 Added 9.91%	11,932 $414,000
Q3 2021 Oct 19, 2021	SELL	$30.4 - $33.1 $4,499 - $4,898	-148 Reduced 1.34%	10,856 $330,000
Q2 2021 Jul 28, 2021	BUY	$27.96 - $31.54 $135,102 - $152,401	4,832 Added 78.29%	11,004 $334,000
Q1 2021 Apr 26, 2021	SELL	$24.48 - $27.88 $3,990 - $4,544	-163 Reduced 2.57%	6,172 $169,000
Q4 2020 Feb 09, 2021	BUY	$22.63 - $25.83 $51,528 - $58,814	2,277 Added 56.11%	6,335 $160,000
Q3 2020 Nov 10, 2020	BUY	$22.54 - $24.87 $91,467 - $100,922	4,058 New	4,058 $97.6 Million

Others Institutions Holding FREL

# of Institutions

212

Shares Held

14.9M

Call Options Held

0

Put Options Held

0

About FIDELITY COVINGTON TR MSCI REA

Ticker FREL
Sector ETFs
Industry ETFs

More about FREL

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Arkadios Wealth Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Arkadios Wealth Advisors with notifications on news.