Life Planning Partners, Inc Fidelity Covington Tr Msci Rea Transaction History
Life Planning Partners, Inc
- $120 Million
- Q2 2025
A detailed history of Life Planning Partners, Inc transactions in Fidelity Covington Tr Msci Rea stock. As of the latest transaction made, Life Planning Partners, Inc holds 42,277 shares of FREL stock, worth $1.15 Million. This represents 0.95% of its overall portfolio holdings.
Number of Shares
42,277
Previous 42,875
1.39%
Holding current value
$1.15 Million
Previous $1.18 Million
2.89%
% of portfolio
0.95%
Previous 1.09%
Shares
12 transactions
Others Institutions Holding FREL
# of Institutions
225Shares Held
16.2MCall Options Held
0Put Options Held
0-
Lido Advisors, LLC Los Angeles, CA1.22MShares$33.3 Million0.13% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA1.12MShares$30.6 Million0.02% of portfolio
-
Ae Wealth Management LLC1.04MShares$28.3 Million0.24% of portfolio
-
Citizens & Northern Corp820KShares$22.4 Million6.04% of portfolio
-
Truefg, LLC Cedar Park, TX603KShares$16.4 Million4.86% of portfolio