Concord Wealth Partners Fidelity Covington Tr Quality Put Options Transaction History

Concord Wealth Partners

$673 Million
Q2 2025

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding FQAL

# of Institutions

127

Shares Held

5.62M

Call Options Held

0

Put Options Held

0

Envestnet Asset Management Inc

1.1M
Shares

$79.1 Million
0.02% of portfolio
Orgel Wealth Management, LLC

951K
Shares

$68.3 Million
1.68% of portfolio
Kestra Advisory Services, LLC

556K
Shares

$39.9 Million
0.18% of portfolio
High Probability Advisors, LLC Pittsford, NY

295K
Shares

$21.2 Million
3.07% of portfolio
Great Lakes Retirement, Inc. Sandusky, OH

239K
Shares

$17.2 Million
1.98% of portfolio

About FIDELITY COVINGTON TR QUALITY

Ticker FQAL
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