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Fidelity msci rl est etf shares owned by Talon Private Wealth

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

Historical chart of Talon Private Wealth 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 Talon Private Wealth 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 Talon Private Wealth

Quarter filed Position value Share count Share price at filing
2025-06-30 $222k 8.2k 27.04
2025-03-31 $236k 8.6k 27.47
2024-12-31 $315k 12k 27.02
2024-09-30 $343k 12k 29.48

More positions owned by Talon Private Wealth

Bny Mellon Etf Trust Core Bond Etf (BKAG)
Etf Ser Solutions Aptus Defined (DRSK)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Innovator Etfs Trust Us Eqty Ultra B (UDEC)
Innovator Etfs Trust Us Eqt Ultra Bfr (UFEB)
Innovator Etfs Trust Us Eqt Ultra Bf (UJAN)
Innovator Etfs Trust Us Eqt Ultra Bf (UMAR)
Innovator Etfs Trust Us Eqt Ultra Bf (UAPR)
Ishares Tr Mbs Etf (MBB)
Spdr Series Trust Portfolio S&p500 (SPLG)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Etf Ser Solutions Aptus Enhanced (JUCY)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)

View all positions for Talon Private Wealth

Top funds holding Fidelity msci rl est etf

Lido Advisors
AE Wealth Management
Pnc Financial Services
Envestnet Asset Management
Citizens & Northern Corporation
Northwestern Mutual Wealth Management Company
Black Diamond Financial
Truefg
Commonwealth Equity Services
Riverpoint Wealth Management Holdings
LPL Financial
Cetera Investment Advisers
Pure Financial Advisors
H D Vest Advisory Services
MAI Wealth Advisors

View all funds holding Fidelity msci rl est etf