Marotta Asset Management Fidelity Covington Tr Msci Rea Transaction History
Marotta Asset Management
- $484 Million
- Q2 2024
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 141,827 shares of FREL stock, worth $4.07 Million. This represents 0.74% of its overall portfolio holdings.
Number of Shares
141,827
Previous 114,118
24.28%
Holding current value
$4.07 Million
Previous $2.98 Million
20.69%
% of portfolio
0.74%
Previous 0.62%
Shares
6 transactions
Others Institutions Holding FREL
# of Institutions
211Shares Held
14.1MCall Options Held
0Put Options Held
0-
Pnc Financial Services Group, Inc. Pittsburgh, PA1.49MShares$42.9 Million0.03% of portfolio
-
Lido Advisors, LLC Los Angeles, CA1.04MShares$29.7 Million0.15% of portfolio
-
Citizens & Northern Corp765KShares$22 Million6.1% of portfolio
-
Ae Wealth Management LLC625KShares$18 Million0.18% of portfolio
-
Truefg, LLC Cedar Park, TX562KShares$16.1 Million5.15% of portfolio