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 $3.99 Million. This represents 0.29% of its overall portfolio holdings.
Number of Shares
147,488
Previous 134,073
10.01%
Holding current value
$3.99 Million
Previous $3.48 Billion
12.89%
% of portfolio
0.29%
Previous 0.27%
Shares
4 transactions
Others Institutions Holding FREL
# of Institutions
214Shares Held
16.9MCall Options Held
0Put Options Held
0-
Pnc Financial Services Group, Inc. Pittsburgh, PA1.22MShares$32.9 Million0.02% of portfolio
-
Lido Advisors, LLC Los Angeles, CA1.15MShares$31.2 Million0.13% of portfolio
-
Ae Wealth Management LLC1.03MShares$27.7 Million0.27% of portfolio
-
Envestnet Asset Management Inc887KShares$24 Million0.01% of portfolio
-
Citizens & Northern Corp790KShares$21.4 Million6.19% of portfolio