Independent Solutions Wealth Management, LLC Fidelity Covington Tr Msci Rea Transaction History
Independent Solutions Wealth Management, LLC
- $457 Billion
- Q4 2024
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 113,041 shares of FREL stock, worth $3.17 Million. This represents 0.67% of its overall portfolio holdings.
Number of Shares
113,041
Previous 145,331
22.22%
Holding current value
$3.17 Million
Previous $4.28 Billion
28.71%
% of portfolio
0.67%
Previous 0.97%
Shares
11 transactions
Others Institutions Holding FREL
# of Institutions
221Shares Held
23.4MCall Options Held
0Put Options Held
0-
Essential Planning, Llc. Portsmouth, NH7.94MShares$223 Million1.43% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA1.31MShares$36.9 Million0.02% of portfolio
-
Lido Advisors, LLC Los Angeles, CA1.21MShares$33.9 Million0.15% of portfolio
-
Ae Wealth Management LLC891KShares$25 Million0.23% of portfolio
-
Citizens & Northern Corp783KShares$22 Million5.85% of portfolio