Fidelity msci rl est etf shares owned by Congress Wealth Management LLC / DE /
Quarter-by-quarter ownership of Fidelity msci rl est etf (FREL) shares owned by Congress Wealth Management LLC / DE /
from 13F filings
Historical chart of Congress Wealth Management LLC / DE / investment in Fidelity msci rl est etf
Tip: Access up to 7 years of quarterly data
All positions including Fidelity msci rl est etf held by Congress Wealth Management LLC / DE / consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Fidelity msci rl est etf by Congress Wealth Management LLC / DE /
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $2.0M | 72k | 27.04 |
| 2025-03-31 | $1.7M | 60k | 27.47 |
| 2024-12-31 | $1.6M | 61k | 27.02 |
| 2024-09-30 | $1.7M | 57k | 29.48 |
| 2023-09-30 | $712k | 31k | 22.75 |
| 2023-06-30 | $783k | 31k | 25.09 |
| 2023-03-31 | $881k | 35k | 24.91 |
| 2022-12-31 | $892k | 36k | 24.81 |
| 2022-09-30 | $868k | 36k | 23.91 |
| 2022-06-30 | $1.0M | 38k | 27.17 |
| 2022-03-31 | $1.2M | 38k | 32.40 |
| 2021-12-31 | $1.9M | 54k | 34.71 |
More positions owned by Congress Wealth Management LLC / DE /
View all positions for Congress Wealth Management LLC / DE /