Arkadios Wealth Advisors’s Fidelity MSCI Real Estate Index ETF FREL Stock Holding History

Arkadios Wealth Advisors’s Portfolio FREL Stock Details FREL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-9,133	Closed	-$248K	–	545
2022 Q2	$248K	Sell	9,133 -571	-6%	-$17K	0.04%	448
2022 Q1	$314K	Sell	9,704 -2,228	-19%	-$70.6K	0.04%	414
2021 Q4	$414K	Buy	11,932 +1,076	+10%	+$35.1K	0.06%	371
2021 Q3	$330K	Sell	10,856 -148	-1%	-$4.68K	0.05%	383
2021 Q2	$334K	Buy	11,004 +4,832	+78%	+$143K	0.04%	426
2021 Q1	$169K	Sell	6,172 -163	-3%	-$4.28K	0.03%	437
2020 Q4	$160K	Buy	6,335 +2,277	+56%	+$56.2K	0.03%	360
2020 Q3	$97.6K	Buy	+4,058	New	+$96.9K	0.05%	294

Other funds holding FREL

PNC Financial Services Group

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Wilmington Savings Fund Society Wilmington, Delaware $4.2B AUM 18.37% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return

Citizens & Northern Corp Wellsboro, Pennsylvania $401M AUM 21.13% 1-Year Est. Return

Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return

Riverpoint Wealth Management Holdings Chicago, Illinois $470M AUM 15.78% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

TrueFG Cedar Park, Texas $377M AUM 15.97% 1-Year Est. Return

MAI Capital Management Independence, Ohio $17.6B AUM 18.87% 1-Year Est. Return