Colony Family Offices, LLC Fidelity Covington Tr Quality Transaction History
Colony Family Offices, LLC
- $265 Million
- Q1 2024
A detailed history of Colony Family Offices, LLC transactions in Fidelity Covington Tr Quality stock. As of the latest transaction made, Colony Family Offices, LLC holds 3,684 shares of FQAL stock, worth $228,960. This represents 0.08% of its overall portfolio holdings.
Number of Shares
3,684
Previous 3,721
0.99%
Holding current value
$228,960
Previous $202,000
7.43%
% of portfolio
0.08%
Previous 0.08%
Shares
9 transactions
Others Institutions Holding FQAL
# of Institutions
86Shares Held
5.89MCall Options Held
0Put Options Held
0-
Orgel Wealth Management, LLC2.03MShares$126 Million3.41% of portfolio
-
Envestnet Asset Management Inc1.03MShares$63.9 Million0.02% of portfolio
-
Kestra Advisory Services, LLC523KShares$32.5 Million0.21% of portfolio
-
Great Lakes Retirement, Inc. Sandusky, OH261KShares$16.2 Million2.27% of portfolio
-
Smith Chas P & Associates Pa Cpas250KShares$15.5 Million0.89% of portfolio