Venturi Wealth Management, LLC Fidelity Covington Tr Msci Rea Transaction History
Venturi Wealth Management, LLC
- $1.57 Billion
- Q2 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 15,436 shares of FREL stock, worth $443,476. This represents 0.02% of its overall portfolio holdings.
Number of Shares
15,436
Previous 29,053
46.87%
Holding current value
$443,476
Previous $757,000
48.35%
% of portfolio
0.02%
Previous 0.05%
Shares
8 transactions
Others Institutions Holding FREL
# of Institutions
211Shares Held
14.1MCall Options Held
0Put Options Held
0-
Pnc Financial Services Group, Inc. Pittsburgh, PA1.49MShares$42.9 Million0.03% of portfolio
-
Lido Advisors, LLC Los Angeles, CA1.04MShares$29.7 Million0.15% of portfolio
-
Citizens & Northern Corp765KShares$22 Million6.1% of portfolio
-
Ae Wealth Management LLC625KShares$18 Million0.18% of portfolio
-
Truefg, LLC Cedar Park, TX562KShares$16.1 Million5.15% of portfolio