Congress Wealth Management LLC Fidelity Covington Tr Msci Rea Transaction History

Congress Wealth Management LLC

  • $7.2 Billion
  • Q3 2024

A detailed history of Congress Wealth Management LLC transactions in Fidelity Covington Tr Msci Rea stock. As of the latest transaction made, Congress Wealth Management LLC holds 56,666 shares of FREL stock, worth $1.65 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
56,666
Previous 46,480 21.91%
Holding current value
$1.65 Million
Previous $1.18 Million 41.89%
% of portfolio
0.02%
Previous 0.02%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
BUY
$25.07 - $29.94 $255,363 - $304,968
10,186 Added 21.91%
56,666 $1.67 Million
Q2 2024

Aug 13, 2024
BUY
$23.71 - $25.92 $1.1 Million - $1.2 Million
46,480 New
46,480 $1.18 Million
Q3 2023

Oct 30, 2023
BUY
$22.44 - $26.11 $1,929 - $2,245
86 Added 0.28%
31,294 $711,000
Q2 2023

Jul 13, 2023
SELL
$23.51 - $25.19 $97,778 - $104,765
-4,159 Reduced 11.76%
31,208 $783,000
Q1 2023

Apr 14, 2023
SELL
$23.02 - $28.19 $13,328 - $16,322
-579 Reduced 1.61%
35,367 $880,000
Q4 2022

Feb 02, 2023
SELL
$22.72 - $26.28 $8,224 - $9,513
-362 Reduced 1.0%
35,946 $891,000
Q3 2022

Nov 08, 2022
SELL
$23.64 - $30.47 $43,143 - $55,607
-1,825 Reduced 4.79%
36,308 $868,000
Q2 2022

Aug 11, 2022
BUY
$26.0 - $33.6 $8,346 - $10,785
321 Added 0.85%
38,133 $1.04 Million
Q1 2022

May 16, 2022
SELL
$29.92 - $34.45 $478,690 - $551,165
-15,999 Reduced 29.73%
37,812 $1.23 Million
Q4 2021

Feb 04, 2022
BUY
$30.63 - $34.72 $1.65 Million - $1.87 Million
53,811 New
53,811 $1.87 Million

Others Institutions Holding FREL

# of Institutions
210
Shares Held
14.7M
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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