Cyndeo Wealth Partners, LLC Fidelity Covington Tr Quality Transaction History
Cyndeo Wealth Partners, LLC
- $1.74 Billion
- Q4 2025
A detailed history of Cyndeo Wealth Partners, LLC transactions in Fidelity Covington Tr Quality stock. As of the latest transaction made, Cyndeo Wealth Partners, LLC holds 5,757 shares of FQAL stock, worth $428,551. This represents 0.02% of its overall portfolio holdings.
Number of Shares
5,757
Previous 5,947
3.19%
Holding current value
$428,551
Previous $444,000
3.6%
% of portfolio
0.02%
Previous 0.03%
Shares
4 transactions
Others Institutions Holding FQAL
# of Institutions
150Shares Held
5.95MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc1.16MShares$86.1 Million0.03% of portfolio
-
Orgel Wealth Management, LLC910KShares$67.7 Million1.6% of portfolio
-
Kestra Advisory Services, LLC633KShares$47.1 Million0.23% of portfolio
-
High Probability Advisors, LLC Pittsford, NY303KShares$22.6 Million3.11% of portfolio
-
Jpmorgan Chase & CO New York, NY246KShares$18.3 Million0.0% of portfolio