Diversify Wealth Management, LLC Fidelity Covington Tr Msci Rea Transaction History

Diversify Wealth Management, LLC

  • $1.35 Trillion
  • Q1 2025

A detailed history of Diversify Wealth Management, LLC transactions in Fidelity Covington Tr Msci Rea stock. As of the latest transaction made, Diversify Wealth Management, LLC holds 147,488 shares of FREL stock, worth $3.95 Million. This represents 0.29% of its overall portfolio holdings.

Number of Shares
147,488
Previous 134,073 10.01%
Holding current value
$3.95 Million
Previous $3.48 Billion 12.89%
% of portfolio
0.29%
Previous 0.27%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 30, 2025
BUY
$25.98 - $28.59 $348,521 - $383,534
13,415 Added 10.01%
147,488 $3.93 Billion
Q4 2024

Jan 16, 2025
SELL
$26.61 - $29.85 $377,915 - $423,929
-14,202 Reduced 9.58%
134,073 $3.48 Billion
Q3 2024

Oct 25, 2024
BUY
$25.07 - $29.94 $742,322 - $886,523
29,610 Added 24.95%
148,275 $4.33 Billion
Q2 2024

Aug 08, 2024
BUY
$23.71 - $25.92 $2.81 Million - $3.08 Million
118,665 New
118,665 $3.18 Billion

Others Institutions Holding FREL

# of Institutions
219
Shares Held
24M
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
Track This Portfolio

Track Diversify Wealth Management, LLC Portfolio

Follow Diversify Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Diversify Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Diversify Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email