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
Quarter Operation Price Per share shares change shares Held SEC Form
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

About FIDELITY COVINGTON TR MSCI REA


  • Ticker FREL
  • Sector ETFs
  • Industry ETFs
More about FREL
Track This Portfolio

Track Balanced Wealth Group LLC Portfolio

Follow Balanced Wealth Group LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Balanced Wealth Group LLC with notifications on news.