Diversify Wealth Management, LLC Fidelity Covington Tr Msci Rea Transaction History
Diversify Wealth Management, LLC
- $1.04 Trillion
- Q3 2024
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 148,275 shares of FREL stock, worth $4.24 Million. This represents 0.42% of its overall portfolio holdings.
Number of Shares
148,275
Previous 118,665
24.95%
Holding current value
$4.24 Million
Previous $3.18 Billion
36.3%
% of portfolio
0.42%
Previous 0.39%
Shares
2 transactions
Others Institutions Holding FREL
# of Institutions
204Shares Held
14.2MCall Options Held
0Put Options Held
0-
Pnc Financial Services Group, Inc. Pittsburgh, PA1.35MShares$38.7 Million0.03% of portfolio
-
Lido Advisors, LLC Los Angeles, CA1.04MShares$29.6 Million0.15% of portfolio
-
Citizens & Northern Corp804KShares$23 Million7.17% of portfolio
-
Ae Wealth Management LLC625KShares$17.9 Million0.18% of portfolio
-
Truefg, LLC Cedar Park, TX548KShares$15.7 Million5.3% of portfolio