Whalerock Point Partners, LLC Fidelity Covington Tr Msci Rea Transaction History
Whalerock Point Partners, LLC
- $404 Million
- Q3 2024
Shares
3 transactions
Others Institutions Holding FREL
# of Institutions
222Shares Held
24MCall Options Held
0Put Options Held
0-
Essential Planning, Llc. Portsmouth, NH7.94MShares$221 Million1.43% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA1.31MShares$36.6 Million0.02% of portfolio
-
Lido Advisors, LLC Los Angeles, CA1.16MShares$32.3 Million0.17% of portfolio
-
Citizens & Northern Corp783KShares$21.8 Million5.85% of portfolio
-
Ae Wealth Management LLC729KShares$20.3 Million0.22% of portfolio