Riverpoint Wealth Management Holdings, LLC FREL Holdings History
Riverpoint Wealth Management Holdings, LLC's Fidelity MSCI Real Estate Index ETF Holding Summary
As of 2025-03-31, Riverpoint Wealth Management Holdings, LLC held 450,035.00 shares of Fidelity MSCI Real Estate Index ETF(FREL), totaling $12.36 Mil. This investment constitutes 3.19% of their stock portfolio, and Riverpoint Wealth Management Holdings, LLC now holds 1.17% of the outstanding Fidelity MSCI Real Estate Index ETF(FREL) stock.
The initial trade took place in 2020Q4. And since then Riverpoint Wealth Management Holdings, LLC has made 16 purchases of FREL, at an average price of $25.49, for a total of 839,119.00 shares. In addition, there have been 2 sales at an average price of $23.81 for 389,084.00 shares. Based on historical transaction data and FREL's current price of $27.36, Riverpoint Wealth Management Holdings, LLC's estimated gain on his FREL holdings is $188,279.36, reflecting a 0.88% gain to date.
Riverpoint Wealth Management Holdings, LLC FREL ($27.36) Holding Chart
Riverpoint Wealth Management Holdings, LLC FREL ($27.36) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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