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Fidelity msci rl est etf shares owned by Essential Planning

Quarter-by-quarter ownership of Fidelity msci rl est etf (FREL) shares owned by Essential Planning from 13F filings

Historical chart of Essential Planning 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 Essential Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Fidelity msci rl est etf by Essential Planning

Quarter filed Position value Share count Share price at filing
2024-03-31 $3.2M 120k 26.65
2023-09-30 $2.7M 120k 22.83
2023-06-30 $2.9M 114k 25.09
2023-03-31 $2.7M 110k 24.89
2022-12-31 $2.2M 94k 23.92
2022-09-30 $2.2M 94k 23.92

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Ishares Tr Core S&p500 Etf (IVV)
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Ishares Tr Ibonds 24 Trm Ts (IBTE)
Ishares Tr Mbs Etf (MBB)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Fidelity Covington Trust Msci Rl Est Etf (FREL)

View all positions for Essential Planning

Top funds holding Fidelity msci rl est etf

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Pure Financial Advisors
Commonwealth Equity Services
AE Wealth Management
Riverpoint Wealth Management Holdings
H D Vest Advisory Services
Black Diamond Financial
MAI Wealth Advisors
Creative Planning
UMA Financial Services
Dynamic Advisors Solutions
Advisor Group Holdings

View all funds holding Fidelity msci rl est etf