Modern Wealth Management, LLC Fidelity Covington Tr Msci Rea Transaction History
Modern Wealth Management, LLC
- $3.78 Billion
- Q2 2025
A detailed history of Modern Wealth Management, LLC transactions in Fidelity Covington Tr Msci Rea stock. As of the latest transaction made, Modern Wealth Management, LLC holds 23,578 shares of FREL stock, worth $651,695. This represents 0.02% of its overall portfolio holdings.
Number of Shares
23,578
Previous 21,605
9.13%
Holding current value
$651,695
Previous $593,000
7.42%
% of portfolio
0.02%
Previous 0.02%
Shares
4 transactions
Others Institutions Holding FREL
# of Institutions
231Shares Held
16.5MCall Options Held
0Put Options Held
0-
Lido Advisors, LLC Los Angeles, CA1.22MShares$33.8 Million0.13% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA1.12MShares$31 Million0.02% of portfolio
-
Ae Wealth Management LLC1.04MShares$28.7 Million0.24% of portfolio
-
Citizens & Northern Corp822KShares$22.7 Million5.8% of portfolio
-
Truefg, LLC Cedar Park, TX603KShares$16.7 Million4.86% of portfolio