Loring Wolcott & Coolidge Fiduciary Advisors LLP Fidelity Covington Tr Msci Rea Transaction History

Loring Wolcott & Coolidge Fiduciary Advisors LLP

$11.1 Billion
Q3 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Feb 14, 2022	SELL	$30.63 - $34.72 $7,718 - $8,749	-252 Closed	0 $0
Q2 2021 Aug 13, 2021	BUY	$27.96 - $31.54 $7,045 - $7,948	252 New	252 $8,000

Others Institutions Holding FREL

# of Institutions

211

Shares Held

14.7M

Call Options Held

Put Options Held

Pnc Financial Services Group, Inc. Pittsburgh, PA

1.35M
Shares

$40.1 Million
0.03% of portfolio
Lido Advisors, LLC Los Angeles, CA

1.16M
Shares

$34.4 Million
0.17% of portfolio
Citizens & Northern Corp

804K
Shares

$23.8 Million
7.17% of portfolio
Ae Wealth Management LLC

729K
Shares

$21.6 Million
0.22% of portfolio
Truefg, LLC Cedar Park, TX

548K
Shares

$16.3 Million
5.3% of portfolio

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About FIDELITY COVINGTON TR MSCI REA

Ticker FREL
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