Destination Wealth Management Fidelity Covington Tr Msci Rea Transaction History

Destination Wealth Management

$3.17 Billion
Q4 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2019 Jul 19, 2019	SELL	$25.24 - $27.35 $11,787 - $12,772	-467 Closed	0 $0
Q1 2019 May 01, 2019	BUY	$21.88 - $25.97 $10,217 - $12,127	467 New	467 $12,000

Others Institutions Holding FREL

# of Institutions

219

Shares Held

23.5M

Call Options Held

0

Put Options Held

0

Essential Planning, Llc. Portsmouth, NH

7.94M
Shares

$220 Million
1.43% of portfolio
Pnc Financial Services Group, Inc. Pittsburgh, PA

1.31M
Shares

$36.5 Million
0.02% of portfolio
Lido Advisors, LLC Los Angeles, CA

1.21M
Shares

$33.5 Million
0.15% of portfolio
Ae Wealth Management LLC

891K
Shares

$24.7 Million
0.23% of portfolio
Citizens & Northern Corp

783K
Shares

$21.7 Million
5.85% of portfolio

About FIDELITY COVINGTON TR MSCI REA

Ticker FREL
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