Independent Solutions Wealth Management, LLC Fidelity Covington Tr Msci Rea Transaction History
Independent Solutions Wealth Management, LLC
- $442 Billion
- Q3 2024
A detailed history of Independent Solutions Wealth Management, LLC transactions in Fidelity Covington Tr Msci Rea stock. As of the latest transaction made, Independent Solutions Wealth Management, LLC holds 145,331 shares of FREL stock, worth $3.91 Million. This represents 0.97% of its overall portfolio holdings.
Number of Shares
145,331
Previous 153,256
5.17%
Holding current value
$3.91 Million
Previous $3.88 Billion
10.32%
% of portfolio
0.97%
Previous 0.89%
Shares
10 transactions
Others Institutions Holding FREL
# of Institutions
212Shares Held
14.9MCall Options Held
0Put Options Held
0-
Pnc Financial Services Group, Inc. Pittsburgh, PA1.35MShares$36.4 Million0.03% of portfolio
-
Lido Advisors, LLC Los Angeles, CA1.16MShares$31.2 Million0.17% of portfolio
-
Citizens & Northern Corp804KShares$21.6 Million7.17% of portfolio
-
Ae Wealth Management LLC729KShares$19.6 Million0.22% of portfolio
-
Truefg, LLC Cedar Park, TX548KShares$14.7 Million5.3% of portfolio