Balanced Wealth Group LLC Fidelity Covington Tr Msci Rea Transaction History

Balanced Wealth Group LLC

  • $223 Billion
  • Q4 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 26,118 shares of FREL stock, worth $726,863. This represents 0.32% of its overall portfolio holdings.

Number of Shares
26,118
Previous 24,958 4.65%
Holding current value
$726,863
Previous $736 Million 2.49%
% of portfolio
0.32%
Previous 0.33%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 10, 2025
BUY
$26.61 - $29.85 $30,867 - $34,626
1,160 Added 4.65%
26,118 $717 Million
Q3 2024

Oct 28, 2024
BUY
$25.07 - $29.94 $1,529 - $1,826
61 Added 0.25%
24,958 $736 Million
Q2 2024

Aug 13, 2024
SELL
$23.71 - $25.92 $23,686 - $25,894
-999 Reduced 3.86%
24,897 $624 Million
Q1 2024

May 13, 2024
BUY
$24.93 - $26.89 $6,282 - $6,776
252 Added 0.98%
25,896 $649 Million
Q4 2023

Feb 06, 2024
BUY
$21.37 - $26.96 $548,012 - $691,362
25,644 New
25,644 $683 Million

Others Institutions Holding FREL

# of Institutions
220
Shares Held
23.4M
Call Options Held
0
Put Options Held
0
View Full List

About FIDELITY COVINGTON TR MSCI REA

FREL Quotes by TradingView
  • Ticker FREL
  • Sector ETFs
  • Industry ETFs
More about FREL
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