Independent Solutions Wealth Management, LLC Fidelity Covington Tr Msci Rea Transaction History

Independent Solutions Wealth Management, LLC

$447 Billion
Q1 2025

A detailed history of Independent Solutions Wealth Management, LLC transactions in Fidelity Covington Tr Msci Rea stock. As of the latest transaction made, Independent Solutions Wealth Management, LLC holds 114,667 shares of FREL stock, worth $3.07 Million. This represents 0.71% of its overall portfolio holdings.

Number of Shares

114,667

Previous 113,041 1.44%

Holding current value

$3.07 Million

Previous $3.05 Billion 3.13%

% of portfolio

0.71%

Previous 0.67%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 23, 2025	BUY	$25.98 - $28.59 $42,243 - $46,487	1,626 Added 1.44%	114,667 $3.15 Billion
Q4 2024 Feb 11, 2025	SELL	$26.61 - $29.85 $859,236 - $963,856	-32,290 Reduced 22.22%	113,041 $3.05 Billion
Q3 2024 Dec 19, 2024	SELL	$25.07 - $29.94 $198,679 - $237,274	-7,925 Reduced 5.17%	145,331 $4.28 Billion
Q2 2024 Dec 19, 2024	BUY	$23.71 - $25.92 $49,601 - $54,224	2,092 Added 1.38%	153,256 $3.88 Billion
Q1 2024 Dec 19, 2024	BUY	$24.93 - $26.89 $138,885 - $149,804	5,571 Added 3.83%	151,164 $3.94 Billion
Q4 2023 Dec 19, 2024	BUY	$21.37 - $26.96 $40,517 - $51,116	1,896 Added 1.32%	145,593 $3.88 Billion
Q3 2023 Dec 19, 2024	BUY	$22.44 - $26.11 $103,336 - $120,236	4,605 Added 3.31%	143,697 $3.27 Billion
Q2 2023 Dec 19, 2024	BUY	$23.51 - $25.19 $29,269 - $31,361	1,245 Added 0.9%	139,092 $3.49 Billion
Q1 2023 Dec 19, 2024	BUY	$23.02 - $28.19 $83,861 - $102,696	3,643 Added 2.71%	137,847 $3.43 Billion
Q4 2022 Dec 19, 2024	BUY	$22.72 - $26.28 $1.81 Million - $2.09 Million	79,683 Added 146.15%	134,204 $3.33 Billion
Q3 2022 Dec 19, 2024	SELL	$23.64 - $30.47 $44,585 - $57,466	-1,886 Reduced 3.34%	54,521 $1.3 Billion
Q2 2022 Dec 19, 2024	BUY	$26.0 - $33.6 $1.47 Million - $1.9 Million	56,407 New	56,407 $1.53 Billion

Others Institutions Holding FREL

# of Institutions

217

Shares Held

24.5M

Call Options Held

Put Options Held

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About FIDELITY COVINGTON TR MSCI REA

Ticker FREL
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Independent Solutions Wealth Management, LLC Fidelity Covington Tr Msci Rea Transaction History