Life Planning Partners, Inc Fidelity Covington Tr Msci Rea Transaction History
Life Planning Partners, Inc
- $129 Million
- Q3 2025
A detailed history of Life Planning Partners, Inc transactions in Fidelity Covington Tr Msci Rea stock. As of the latest transaction made, Life Planning Partners, Inc holds 42,396 shares of FREL stock, worth $1.15 Million. This represents 0.91% of its overall portfolio holdings.
Number of Shares
42,396
Previous 42,277
0.28%
Holding current value
$1.15 Million
Previous $1.14 Million
3.15%
% of portfolio
0.91%
Previous 0.95%
Shares
13 transactions
Others Institutions Holding FREL
# of Institutions
234Shares Held
18.5MCall Options Held
0Put Options Held
0-
Lido Advisors, LLC Los Angeles, CA1.33MShares$36.3 Million0.12% of portfolio
-
Ae Wealth Management LLC1.23MShares$33.6 Million0.25% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA1.03MShares$28 Million0.02% of portfolio
-
Envestnet Asset Management Inc967KShares$26.3 Million0.01% of portfolio
-
Citizens & Northern Corp822KShares$22.4 Million5.8% of portfolio