Forte Asset Management LLC Fidelity Covington Tr Msci Rea Transaction History
Forte Asset Management LLC
- $184 Million
- Q4 2024
A detailed history of Forte Asset Management LLC transactions in Fidelity Covington Tr Msci Rea stock. As of the latest transaction made, Forte Asset Management LLC holds 76,004 shares of FREL stock, worth $2.14 Million. This represents 1.11% of its overall portfolio holdings.
Number of Shares
76,004
Previous 69,741
8.98%
Holding current value
$2.14 Million
Previous $2.06 Million
0.1%
% of portfolio
1.11%
Previous 1.12%
Shares
9 transactions
Others Institutions Holding FREL
# of Institutions
221Shares Held
23.4MCall Options Held
0Put Options Held
0-
Essential Planning, Llc. Portsmouth, NH7.94MShares$224 Million1.43% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA1.31MShares$37.1 Million0.02% of portfolio
-
Lido Advisors, LLC Los Angeles, CA1.21MShares$34.1 Million0.15% of portfolio
-
Ae Wealth Management LLC891KShares$25.1 Million0.23% of portfolio
-
Citizens & Northern Corp783KShares$22.1 Million5.85% of portfolio