Walled Lake Planning & Wealth Management, LLC Fidelity Covington Tr Msci Rea Transaction History

Walled Lake Planning & Wealth Management, LLC

$226 Million
Q2 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Feb 10, 2022	SELL	$30.63 - $34.72 $6,126 - $6,944	-200 Closed	0 $0
Q3 2021 Nov 15, 2021	BUY	$30.4 - $33.1 $6,080 - $6,620	200 New	200 $6,000

Others Institutions Holding FREL

# of Institutions

204

Shares Held

14.1M

Call Options Held

Put Options Held

Pnc Financial Services Group, Inc. Pittsburgh, PA

1.49M
Shares

$42.6 Million
0.03% of portfolio
Lido Advisors, LLC Los Angeles, CA

1.04M
Shares

$29.5 Million
0.15% of portfolio
Citizens & Northern Corp

765K
Shares

$21.8 Million
6.1% of portfolio
Ae Wealth Management LLC

625K
Shares

$17.8 Million
0.18% of portfolio
Truefg, LLC Cedar Park, TX

548K
Shares

$15.6 Million
5.3% of portfolio

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About FIDELITY COVINGTON TR MSCI REA

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