Beverly Hills Private Wealth, LLC Fidelity Covington Tr Quality Transaction History
Beverly Hills Private Wealth, LLC
- $495 Billion
- Q3 2024
A detailed history of Beverly Hills Private Wealth, LLC transactions in Fidelity Covington Tr Quality stock. As of the latest transaction made, Beverly Hills Private Wealth, LLC holds 7,299 shares of FQAL stock, worth $488,887. This represents 0.1% of its overall portfolio holdings.
Number of Shares
7,299
Previous 10,483
30.37%
Holding current value
$488,887
Previous $643 Million
26.31%
% of portfolio
0.1%
Previous 0.14%
Shares
4 transactions
Others Institutions Holding FQAL
# of Institutions
102Shares Held
5.09MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc1.1MShares$73.7 Million0.02% of portfolio
-
Orgel Wealth Management, LLC985KShares$66 Million1.66% of portfolio
-
Kestra Advisory Services, LLC500KShares$33.5 Million0.19% of portfolio
-
High Probability Advisors, LLC Pittsford, NY269KShares$18 Million2.97% of portfolio
-
Great Lakes Retirement, Inc. Sandusky, OH244KShares$16.4 Million2.03% of portfolio