Beverly Hills Private Wealth, LLC Fidelity Covington Tr Quality Transaction History
Beverly Hills Private Wealth, LLC
- $460 Billion
- Q2 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 10,483 shares of FQAL stock, worth $681,814. This represents 0.14% of its overall portfolio holdings.
Number of Shares
10,483
Previous 9,000
16.48%
Holding current value
$681,814
Previous $530 Million
21.18%
% of portfolio
0.14%
Previous 0.12%
Shares
3 transactions
Others Institutions Holding FQAL
# of Institutions
97Shares Held
5.96MCall Options Held
0Put Options Held
0-
Orgel Wealth Management, LLC1.9MShares$123 Million3.25% of portfolio
-
Envestnet Asset Management Inc1.13MShares$73.2 Million0.02% of portfolio
-
Kestra Advisory Services, LLC525KShares$34.1 Million0.18% of portfolio
-
Smith Chas P & Associates Pa Cpas250KShares$16.3 Million0.91% of portfolio
-
Gunn & CO Investment Management, Inc. Jacksonville, FL250KShares$16.3 Million0.91% of portfolio