Ep Wealth Advisors, LLC Fidelity Covington Tr Msci Rea Transaction History
Ep Wealth Advisors, LLC
- $8.44 Billion
- Q1 2024
A detailed history of Ep Wealth Advisors, LLC transactions in Fidelity Covington Tr Msci Rea stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 20,594 shares of FREL stock, worth $520,410. This represents 0.01% of its overall portfolio holdings.
Number of Shares
20,594
Previous 24,442
15.74%
Holding current value
$520,410
Previous $651,000
17.51%
% of portfolio
0.01%
Previous 0.01%
Shares
5 transactions
Others Institutions Holding FREL
# of Institutions
212Shares Held
13.8MCall Options Held
0Put Options Held
0-
Pnc Financial Services Group, Inc. Pittsburgh, PA1.64MShares$41.5 Million0.03% of portfolio
-
Lido Advisors, LLC Los Angeles, CA988KShares$25 Million0.15% of portfolio
-
Citizens & Northern Corp654KShares$16.5 Million5.81% of portfolio
-
Truefg, LLC Cedar Park, TX527KShares$13.3 Million5.05% of portfolio
-
Ae Wealth Management LLC483KShares$12.2 Million0.16% of portfolio