Creative Planning Fidelity Covington Tr Quality Transaction History
Creative Planning
- $129 Billion
- Q3 2025
A detailed history of Creative Planning transactions in Fidelity Covington Tr Quality stock. As of the latest transaction made, Creative Planning holds 3,146 shares of FQAL stock, worth $234,188. This represents 0.0% of its overall portfolio holdings.
Number of Shares
3,146
Previous 3,272
3.85%
Holding current value
$234,188
Previous $227,000
3.52%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding FQAL
# of Institutions
150Shares Held
5.95MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc1.16MShares$86.1 Million0.03% of portfolio
-
Orgel Wealth Management, LLC910KShares$67.7 Million1.6% of portfolio
-
Kestra Advisory Services, LLC633KShares$47.1 Million0.23% of portfolio
-
High Probability Advisors, LLC Pittsford, NY303KShares$22.6 Million3.11% of portfolio
-
Jpmorgan Chase & CO New York, NY246KShares$18.3 Million0.0% of portfolio