Unique Wealth, LLC Fidelity Covington Tr Quality Transaction History
Unique Wealth, LLC
- $619 Billion
- Q2 2025
A detailed history of Unique Wealth, LLC transactions in Fidelity Covington Tr Quality stock. As of the latest transaction made, Unique Wealth, LLC holds 40,950 shares of FQAL stock, worth $2.94 Million. This represents 0.46% of its overall portfolio holdings.
Number of Shares
40,950
Previous 61,667
33.59%
Holding current value
$2.94 Million
Previous $3.96 Billion
27.93%
% of portfolio
0.46%
Previous 0.75%
Shares
2 transactions
Others Institutions Holding FQAL
# of Institutions
127Shares Held
5.62MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc1.1MShares$79.1 Million0.02% of portfolio
-
Orgel Wealth Management, LLC951KShares$68.3 Million1.68% of portfolio
-
Kestra Advisory Services, LLC556KShares$39.9 Million0.18% of portfolio
-
High Probability Advisors, LLC Pittsford, NY295KShares$21.2 Million3.07% of portfolio
-
Great Lakes Retirement, Inc. Sandusky, OH239KShares$17.2 Million1.98% of portfolio