Tradition Wealth Management’s Fidelity MSCI Real Estate Index ETF FREL Stock Holding History

Tradition Wealth Management’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
2024 Q1	–	Sell	-293	Closed	-$8K	–	675
2023 Q4	$8K	Hold	293	–	–	﹤0.01%	1043
2023 Q3	$7K	Hold	293	–	–	﹤0.01%	1087
2023 Q2	$7K	Hold	293	–	–	﹤0.01%	1118
2023 Q1	$7K	Hold	293	–	–	﹤0.01%	1074
2022 Q4	$7K	Hold	293	–	–	﹤0.01%	974
2022 Q3	$7K	Hold	293	–	–	﹤0.01%	1003
2022 Q2	$8K	Hold	293	–	–	﹤0.01%	872
2022 Q1	$9K	Hold	293	–	–	﹤0.01%	920
2021 Q4	$10K	Hold	293	–	–	﹤0.01%	921
2021 Q3	$9K	Hold	293	–	–	﹤0.01%	928
2021 Q2	$9K	Buy	+293	New	+$8.69K	﹤0.01%	963
2021 Q1	–	Sell	-293	Closed	-$7K	–	874
2020 Q4	$7K	Buy	+293	New	+$7.23K	﹤0.01%	798

Other funds holding FREL

PNC Financial Services Group

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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

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

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

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

Commonwealth Equity Services

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

Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

Black Diamond Financial Towson, Maryland $916M AUM 15.95% 1-Year Est. Return