Fingerlakes Wealth Management, Inc. Fidelity Covington Tr Msci Rea Transaction History

Fingerlakes Wealth Management, Inc.

$133 Million
Q2 2025

A detailed history of Fingerlakes Wealth Management, Inc. transactions in Fidelity Covington Tr Msci Rea stock. As of the latest transaction made, Fingerlakes Wealth Management, Inc. holds 16,972 shares of FREL stock, worth $471,821. This represents 0.34% of its overall portfolio holdings.

Number of Shares

16,972

Previous 15,201 11.65%

Holding current value

$471,821

Previous $417,000 9.83%

% of portfolio

0.34%

Previous 0.36%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 30, 2025	BUY	$24.18 - $27.61 $42,822 - $48,897	1,771 Added 11.65%	16,972 $458,000
Q1 2025 Apr 30, 2025	BUY	$25.98 - $28.59 $7,118 - $7,833	274 Added 1.84%	15,201 $417,000
Q4 2024 Jan 31, 2025	BUY	$26.61 - $29.85 $14,954 - $16,775	562 Added 3.91%	14,927 $403,000
Q3 2024 Oct 31, 2024	BUY	$25.07 - $29.94 $58,663 - $70,059	2,340 Added 19.46%	14,365 $423,000
Q2 2024 Aug 07, 2024	BUY	$23.71 - $25.92 $78,978 - $86,339	3,331 Added 38.31%	12,025 $304,000
Q1 2024 Apr 24, 2024	BUY	$24.93 - $26.89 $17,849 - $19,253	716 Added 8.97%	8,694 $226,000
Q4 2023 Jan 26, 2024	BUY	$21.37 - $26.96 $170,489 - $215,086	7,978 New	7,978 $212,000

Others Institutions Holding FREL

# of Institutions

225

Shares Held

16.2M

Call Options Held

Put Options Held

View Full List

About FIDELITY COVINGTON TR MSCI REA

Ticker FREL
Sector ETFs
Industry ETFs

More about FREL

Track This Portfolio

Portfolio Update

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

News

Stay updated on Fingerlakes Wealth Management, Inc. with notifications on news.

Account

Fingerlakes Wealth Management, Inc. Fidelity Covington Tr Msci Rea Transaction History