Marotta Asset Management Fidelity Covington Tr Msci Rea Transaction History
Marotta Asset Management
- $508 Million
- Q3 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 141,485 shares of FREL stock, worth $4.15 Million. This represents 0.82% of its overall portfolio holdings.
Number of Shares
141,485
Previous 141,827
0.24%
Holding current value
$4.15 Million
Previous $3.59 Million
16.06%
% of portfolio
0.82%
Previous 0.74%
Shares
7 transactions
Others Institutions Holding FREL
# of Institutions
207Shares Held
14MCall Options Held
0Put Options Held
0-
Pnc Financial Services Group, Inc. Pittsburgh, PA1.49MShares$43.7 Million0.03% of portfolio
-
Lido Advisors, LLC Los Angeles, CA1.04MShares$30.3 Million0.15% of portfolio
-
Citizens & Northern Corp765KShares$22.4 Million6.1% of portfolio
-
Ae Wealth Management LLC625KShares$18.3 Million0.18% of portfolio
-
Truefg, LLC Cedar Park, TX562KShares$16.5 Million5.15% of portfolio