Wealth Enhancement Advisory Services, LLC Fidelity Covington Tr Msci Rea Transaction History

Wealth Enhancement Advisory Services, LLC

$49 Billion
Q1 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 Apr 15, 2024	BUY	$24.93 - $26.89 $229,455 - $247,495	9,204 New	9,204 $240,000

Others Institutions Holding FREL

# of Institutions

222

Shares Held

23.5M

Call Options Held

0

Put Options Held

0

Essential Planning, Llc. Portsmouth, NH

7.94M
Shares

$209 Million
1.43% of portfolio
Pnc Financial Services Group, Inc. Pittsburgh, PA

1.31M
Shares

$34.5 Million
0.02% of portfolio
Lido Advisors, LLC Los Angeles, CA

1.21M
Shares

$31.7 Million
0.15% of portfolio
Ae Wealth Management LLC

891K
Shares

$23.4 Million
0.23% of portfolio
Citizens & Northern Corp

790K
Shares

$20.8 Million
6.19% of portfolio

About FIDELITY COVINGTON TR MSCI REA

Ticker FREL
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