Glass Jacobson Investment Advisors LLC Fidelity Covington Tr Quality Transaction History

Glass Jacobson Investment Advisors LLC

$260 Billion
Q2 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Feb 06, 2023	BUY	$41.41 - $47.41 $4,762 - $5,452	115 New	115 $5.11 Million

Others Institutions Holding FQAL

# of Institutions

129

Shares Held

5.64M

Call Options Held

0

Put Options Held

0

Envestnet Asset Management Inc

1.1M
Shares

$79.1 Million
0.02% of portfolio
Orgel Wealth Management, LLC

951K
Shares

$68.3 Million
1.68% of portfolio
Kestra Advisory Services, LLC

556K
Shares

$39.9 Million
0.18% of portfolio
High Probability Advisors, LLC Pittsford, NY

295K
Shares

$21.2 Million
3.07% of portfolio
Great Lakes Retirement, Inc. Sandusky, OH

239K
Shares

$17.2 Million
1.98% of portfolio

About FIDELITY COVINGTON TR QUALITY

Ticker FQAL
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