Wealthsource Partners, LLC Fidelity Covington Tr Msci Rea Transaction History
Wealthsource Partners, LLC
- $1.52 Billion
- Q4 2023
Shares
2 transactions
Others Institutions Holding FREL
# of Institutions
230Shares Held
17.2MCall Options Held
0Put Options Held
0-
Ae Wealth Management LLC1.23MShares$33.4 Million0.25% of portfolio
-
Lido Advisors, LLC Los Angeles, CA1.22MShares$33.1 Million0.13% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA1.12MShares$30.4 Million0.02% of portfolio
-
Envestnet Asset Management Inc967KShares$26.2 Million0.01% of portfolio
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Citizens & Northern Corp822KShares$22.3 Million5.8% of portfolio