Venturi Wealth Management, LLC Fidelity Covington Tr Msci Rea Transaction History
Venturi Wealth Management, LLC
- $1.88 Billion
- Q4 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 13,829 shares of FREL stock, worth $381,956. This represents 0.02% of its overall portfolio holdings.
Number of Shares
13,829
Previous 14,297
3.27%
Holding current value
$381,956
Previous $421,000
11.4%
% of portfolio
0.02%
Previous 0.02%
Shares
10 transactions
Others Institutions Holding FREL
# of Institutions
220Shares Held
22.8MCall Options Held
0Put Options Held
0-
Essential Planning, Llc. Portsmouth, NH7.94MShares$219 Million1.43% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA1.31MShares$36.3 Million0.02% of portfolio
-
Lido Advisors, LLC Los Angeles, CA1.16MShares$32 Million0.17% of portfolio
-
Citizens & Northern Corp783KShares$21.6 Million5.85% of portfolio
-
Ae Wealth Management LLC729KShares$20.1 Million0.22% of portfolio