Wescap Management Group, Inc. Fidelity Covington Tr Msci Rea Transaction History

Wescap Management Group, Inc.

$405 Million
Q4 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Feb 10, 2023	BUY	$22.72 - $26.28 $325,350 - $376,329	14,320 New	14,320 $355,000

Others Institutions Holding FREL

# of Institutions

220

Shares Held

23.4M

Call Options Held

0

Put Options Held

0

Essential Planning, Llc. Portsmouth, NH

7.94M
Shares

$221 Million
1.43% of portfolio
Pnc Financial Services Group, Inc. Pittsburgh, PA

1.31M
Shares

$36.6 Million
0.02% of portfolio
Lido Advisors, LLC Los Angeles, CA

1.21M
Shares

$33.7 Million
0.15% of portfolio
Ae Wealth Management LLC

891K
Shares

$24.8 Million
0.23% of portfolio
Citizens & Northern Corp

783K
Shares

$21.8 Million
5.85% of portfolio

About FIDELITY COVINGTON TR MSCI REA

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