Robertson Stephens Wealth Management, LLC Fidelity Covington Tr Msci Rea Transaction History
Robertson Stephens Wealth Management, LLC
- $1.94 Billion
- Q2 2024
A detailed history of Robertson Stephens Wealth Management, LLC transactions in Fidelity Covington Tr Msci Rea stock. As of the latest transaction made, Robertson Stephens Wealth Management, LLC holds 9,899 shares of FREL stock, worth $294,198. This represents 0.01% of its overall portfolio holdings.
Number of Shares
9,899
Previous 31,048
68.12%
Holding current value
$294,198
Previous $810,000
69.14%
% of portfolio
0.01%
Previous 0.04%
Shares
4 transactions
Others Institutions Holding FREL
# of Institutions
210Shares Held
14MCall Options Held
0Put Options Held
0-
Pnc Financial Services Group, Inc. Pittsburgh, PA1.49MShares$44.4 Million0.03% of portfolio
-
Lido Advisors, LLC Los Angeles, CA1.04MShares$30.8 Million0.15% of portfolio
-
Citizens & Northern Corp765KShares$22.7 Million6.1% of portfolio
-
Ae Wealth Management LLC625KShares$18.6 Million0.18% of portfolio
-
Truefg, LLC Cedar Park, TX562KShares$16.7 Million5.15% of portfolio