Beverly Hills Private Wealth, LLC Fidelity Covington Tr Quality Transaction History
Beverly Hills Private Wealth, LLC
- $533 Billion
- Q2 2025
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 4,532 shares of FQAL stock, worth $335,866. This represents 0.06% of its overall portfolio holdings.
Number of Shares
4,532
Previous 5,189
12.66%
Holding current value
$335,866
Previous $333 Million
5.22%
% of portfolio
0.06%
Previous 0.07%
Shares
7 transactions
Others Institutions Holding FQAL
# of Institutions
134Shares Held
5.75MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc1.1MShares$81.7 Million0.02% of portfolio
-
Orgel Wealth Management, LLC932KShares$69.1 Million1.66% of portfolio
-
Kestra Advisory Services, LLC609KShares$45.1 Million0.22% of portfolio
-
High Probability Advisors, LLC Pittsford, NY303KShares$22.5 Million3.11% of portfolio
-
Great Lakes Retirement, Inc. Sandusky, OH239KShares$17.7 Million1.98% of portfolio