Diversify Wealth Management, LLC Fidelity Covington Tr Msci Rea Transaction History
Diversify Wealth Management, LLC
- $1.73 Trillion
- Q3 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 157,054 shares of FREL stock, worth $4.28 Million. This represents 0.25% of its overall portfolio holdings.
Number of Shares
157,054
Previous 150,809
4.14%
Holding current value
$4.28 Million
Previous $4.07 Billion
4.26%
% of portfolio
0.25%
Previous 0.25%
Shares
6 transactions
Others Institutions Holding FREL
# of Institutions
232Shares Held
18.2MCall Options Held
0Put Options Held
0-
Lido Advisors, LLC Los Angeles, CA1.33MShares$36.3 Million0.12% of portfolio
-
Ae Wealth Management LLC1.23MShares$33.6 Million0.25% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA1.03MShares$28 Million0.02% of portfolio
-
Envestnet Asset Management Inc967KShares$26.3 Million0.01% of portfolio
-
Citizens & Northern Corp822KShares$22.4 Million5.8% of portfolio