Cfo4 Life Group, LLC Fidelity Covington Tr Quality Transaction History

Cfo4 Life Group, LLC

$560 Million
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Feb 03, 2023	BUY	$41.41 - $47.41 $3.16 Million - $3.62 Million	76,347 New	76,347 $3.39 Million

Others Institutions Holding FQAL

# of Institutions

102

Shares Held

5.09M

Call Options Held

0

Put Options Held

0

Envestnet Asset Management Inc

1.1M
Shares

$73.6 Million
0.02% of portfolio
Orgel Wealth Management, LLC

985K
Shares

$65.9 Million
1.66% of portfolio
Kestra Advisory Services, LLC

500K
Shares

$33.5 Million
0.19% of portfolio
High Probability Advisors, LLC Pittsford, NY

269K
Shares

$18 Million
2.97% of portfolio
Great Lakes Retirement, Inc. Sandusky, OH

244K
Shares

$16.4 Million
2.03% of portfolio

About FIDELITY COVINGTON TR QUALITY

Ticker FQAL
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