Cyndeo Wealth Partners, LLC Fidelity Covington Tr Quality Transaction History
Cyndeo Wealth Partners, LLC
- $1.72 Billion
- Q3 2025
A detailed history of Cyndeo Wealth Partners, LLC transactions in Fidelity Covington Tr Quality stock. As of the latest transaction made, Cyndeo Wealth Partners, LLC holds 5,947 shares of FQAL stock, worth $440,732. This represents 0.03% of its overall portfolio holdings.
Number of Shares
5,947
Previous 5,847
1.71%
Holding current value
$440,732
Previous $407,000
9.09%
% of portfolio
0.03%
Previous 0.03%
Shares
3 transactions
Others Institutions Holding FQAL
# of Institutions
134Shares Held
5.75MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc1.1MShares$81.7 Million0.02% of portfolio
-
Orgel Wealth Management, LLC932KShares$69.1 Million1.66% of portfolio
-
Kestra Advisory Services, LLC609KShares$45.1 Million0.22% of portfolio
-
High Probability Advisors, LLC Pittsford, NY303KShares$22.5 Million3.11% of portfolio
-
Great Lakes Retirement, Inc. Sandusky, OH239KShares$17.7 Million1.98% of portfolio