Modera Wealth Management, LLC Fidelity Covington Tr Msci Rea Transaction History

Modera Wealth Management, LLC

  • $7.79 Billion
  • Q3 2024

A detailed history of Modera Wealth Management, LLC transactions in Fidelity Covington Tr Msci Rea stock. As of the latest transaction made, Modera Wealth Management, LLC holds 13,681 shares of FREL stock, worth $395,517. This represents 0.01% of its overall portfolio holdings.

Number of Shares
13,681
Previous 14,105 3.01%
Holding current value
$395,517
Previous $357,000 12.89%
% of portfolio
0.01%
Previous 0.01%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 24, 2024
SELL
$25.07 - $29.94 $10,629 - $12,694
-424 Reduced 3.01%
13,681 $403,000
Q2 2024

Jul 29, 2024
BUY
$23.71 - $25.92 $1,304 - $1,425
55 Added 0.39%
14,105 $357,000
Q1 2024

May 14, 2024
BUY
$24.93 - $26.89 $36,472 - $39,340
1,463 Added 11.62%
14,050 $366,000
Q4 2023

Feb 14, 2024
SELL
$21.37 - $26.96 $76,696 - $96,759
-3,589 Reduced 22.19%
12,587 $335,000
Q3 2023

Nov 30, 2023
BUY
$22.44 - $26.11 $362,989 - $422,355
16,176 New
16,176 $368,000
Q2 2023

Aug 07, 2023
BUY
$23.51 - $25.19 $375,196 - $402,007
15,959 New
15,959 $400,000

Others Institutions Holding FREL

# of Institutions
210
Shares Held
14.7M
Call Options Held
0
Put Options Held
0
View Full List

About FIDELITY COVINGTON TR MSCI REA

FREL Quotes by TradingView
  • Ticker FREL
  • Sector ETFs
  • Industry ETFs
More about FREL
Track This Portfolio

Track Modera Wealth Management, LLC Portfolio

Follow Modera Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Modera Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Modera Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email