Balanced Wealth Group LLC Fidelity Covington Tr Msci Rea Transaction History
Balanced Wealth Group LLC
- $226 Billion
- Q3 2024
A detailed history of Balanced Wealth Group LLC transactions in Fidelity Covington Tr Msci Rea stock. As of the latest transaction made, Balanced Wealth Group LLC holds 24,958 shares of FREL stock, worth $720,038. This represents 0.33% of its overall portfolio holdings.
Number of Shares
24,958
Previous 24,897
0.25%
Holding current value
$720,038
Previous $624 Million
17.88%
% of portfolio
0.33%
Previous 0.28%
Shares
4 transactions
Others Institutions Holding FREL
# of Institutions
204Shares Held
14MCall Options Held
0Put Options Held
0-
Pnc Financial Services Group, Inc. Pittsburgh, PA1.49MShares$43.1 Million0.03% of portfolio
-
Lido Advisors, LLC Los Angeles, CA1.04MShares$29.9 Million0.15% of portfolio
-
Citizens & Northern Corp765KShares$22.1 Million6.1% of portfolio
-
Ae Wealth Management LLC625KShares$18 Million0.18% of portfolio
-
Truefg, LLC Cedar Park, TX548KShares$15.8 Million5.3% of portfolio