Marotta Asset Management Fidelity Covington Tr Msci Rea Transaction History
Marotta Asset Management
- $468 Million
- Q1 2025
A detailed history of Marotta Asset Management transactions in Fidelity Covington Tr Msci Rea stock. As of the latest transaction made, Marotta Asset Management holds 141,485 shares of FREL stock, worth $3.85 Million. This represents 0.82% of its overall portfolio holdings.
Number of Shares
141,485
Previous 143,514
1.41%
Holding current value
$3.85 Million
Previous $3.88 Million
0.75%
% of portfolio
0.82%
Previous 0.81%
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$216 Million1.43% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA1.31MShares$35.7 Million0.02% of portfolio
-
Lido Advisors, LLC Los Angeles, CA1.21MShares$32.9 Million0.15% of portfolio
-
Ae Wealth Management LLC891KShares$24.2 Million0.23% of portfolio
-
Citizens & Northern Corp783KShares$21.3 Million5.85% of portfolio