Venturi Wealth Management, LLC Fidelity Covington Tr Msci Rea Transaction History
Venturi Wealth Management, LLC
- $1.45 Billion
- Q1 2024
A detailed history of Venturi Wealth Management, LLC transactions in Fidelity Covington Tr Msci Rea stock. As of the latest transaction made, Venturi Wealth Management, LLC holds 29,053 shares of FREL stock, worth $734,169. This represents 0.05% of its overall portfolio holdings.
Number of Shares
29,053
Previous 37,095
21.68%
Holding current value
$734,169
Previous $988,000
23.38%
% of portfolio
0.05%
Previous 0.07%
Shares
7 transactions
Others Institutions Holding FREL
# of Institutions
212Shares Held
13.8MCall Options Held
0Put Options Held
0-
Pnc Financial Services Group, Inc. Pittsburgh, PA1.64MShares$41.5 Million0.03% of portfolio
-
Lido Advisors, LLC Los Angeles, CA988KShares$25 Million0.15% of portfolio
-
Citizens & Northern Corp654KShares$16.5 Million5.81% of portfolio
-
Truefg, LLC Cedar Park, TX527KShares$13.3 Million5.05% of portfolio
-
Ae Wealth Management LLC483KShares$12.2 Million0.16% of portfolio