Colonial River Wealth Management, LLC Fidelity Covington Tr Quality Transaction History
Colonial River Wealth Management, LLC
- $174 Million
- Q1 2025
A detailed history of Colonial River Wealth Management, LLC transactions in Fidelity Covington Tr Quality stock. As of the latest transaction made, Colonial River Wealth Management, LLC holds 3,200 shares of FQAL stock, worth $201,440. This represents 0.12% of its overall portfolio holdings.
Number of Shares
3,200Holding current value
$201,440% of portfolio
0.12%Shares
1 transactions
Others Institutions Holding FQAL
# of Institutions
117Shares Held
5.4MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc1.1MShares$69.3 Million0.02% of portfolio
-
Orgel Wealth Management, LLC944KShares$59.4 Million1.66% of portfolio
-
Kestra Advisory Services, LLC541KShares$34 Million0.21% of portfolio
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High Probability Advisors, LLC Pittsford, NY281KShares$17.7 Million3.0% of portfolio
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Great Lakes Retirement, Inc. Sandusky, OH241KShares$15.2 Million2.03% of portfolio