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Atria Wealth Solutions’s Fidelity MSCI Real Estate Index ETF FREL Stock Holding History

Atria Wealth Solutions’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
2025
Q2 		$1.52M Buy
55,917
+6,536
+13% +$175K 0.03% 497
2025
Q1 		$1.36M Buy
49,381
+22,026
+81% +$606K 0.02% 773
2024
Q4 		$739K Buy
27,355
+2,898
+12% +$82.9K 0.01% 1046
2024
Q3 		$721K Sell
24,457
-427
-2% -$11.9K 0.01% 1055
2024
Q2 		$631K Buy
24,884
+32
+0.1% +$796 0.01% 1116
2024
Q1 		$648K Buy
24,852
+588
+2% +$15.2K 0.01% 1128
2023
Q4 		$647K Buy
24,264
+1,317
+6% +$31.4K 0.01% 1081
2023
Q3 		$522K Buy
22,947
+1,357
+6% +$33.6K 0.01% 1109
2023
Q2 		$542K Buy
21,590
+131
+0.6% +$3.21K 0.01% 1116
2023
Q1 		$535K Buy
21,459
+1,426
+7% +$36.8K 0.01% 1095
2022
Q4 		$497K Sell
20,033
-10,429
-34% -$258K 0.01% 1084
2022
Q3 		$729K Buy
30,462
+4,087
+15% +$114K 0.01% 841
2022
Q2 		$716K Buy
26,375
+11,135
+73% +$331K 0.01% 838
2022
Q1 		$494K Buy
+15,240
New +$483K 0.01% 1076

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AWM
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CNC
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T
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BDF
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Envestnet Asset Management
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Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
RWMH
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Northwestern Mutual Wealth Management
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