Robertson Stephens Wealth Management, LLC Fidelity Covington Tr Msci Rea Transaction History

Robertson Stephens Wealth Management, LLC

  • $2.84 Billion
  • Q1 2025

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 9,440 shares of FREL stock, worth $255,257. This represents 0.01% of its overall portfolio holdings.

Number of Shares
9,440
Previous 9,899 4.64%
Holding current value
$255,257
Previous $267,000 3.0%
% of portfolio
0.01%
Previous 0.01%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 17, 2025
SELL
$25.98 - $28.59 $11,924 - $13,122
-459 Reduced 4.64%
9,440 $259,000
Q2 2024

Aug 13, 2024
SELL
$23.71 - $25.92 $501,442 - $548,182
-21,149 Reduced 68.12%
9,899 $250,000
Q1 2024

May 15, 2024
BUY
$24.93 - $26.89 $103,983 - $112,158
4,171 Added 15.52%
31,048 $810,000
Q4 2023

Feb 06, 2024
BUY
$21.37 - $26.96 $574,361 - $724,603
26,877 New
26,877 $716,000
Q3 2022

Nov 14, 2022
BUY
$23.64 - $30.47 $213,681 - $275,418
9,039 New
9,039 $216,000

Others Institutions Holding FREL

# of Institutions
214
Shares Held
16.9M
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
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