Tsfg, LLC Fidelity Covington Tr Msci Rea Transaction History

Tsfg, LLC

$487 Million
Q4 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Oct 10, 2023	BUY	$22.44 - $26.11 $22 - $26	1 Added 2.27%	45 $1,000
Q2 2023 Jul 10, 2023	BUY	$23.51 - $25.19 $1,034 - $1,108	44 New	44 $1,000

Others Institutions Holding FREL

# of Institutions

220

Shares Held

23.4M

Call Options Held

0

Put Options Held

0

Essential Planning, Llc. Portsmouth, NH

7.94M
Shares

$221 Million
1.43% of portfolio
Pnc Financial Services Group, Inc. Pittsburgh, PA

1.31M
Shares

$36.6 Million
0.02% of portfolio
Lido Advisors, LLC Los Angeles, CA

1.21M
Shares

$33.7 Million
0.15% of portfolio
Ae Wealth Management LLC

891K
Shares

$24.8 Million
0.23% of portfolio
Citizens & Northern Corp

783K
Shares

$21.8 Million
5.85% of portfolio

About FIDELITY COVINGTON TR MSCI REA

Ticker FREL
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