Geo Wealth Management, LLC Fidelity Covington Tr Quality Transaction History

Geo Wealth Management, LLC

$2.92 Billion
Q4 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Nov 13, 2023	BUY	$49.12 - $52.31 $756,104 - $805,207	15,393 New	15,393 $758,000

Others Institutions Holding FQAL

# of Institutions

116

Shares Held

5.38M

Call Options Held

0

Put Options Held

0

Envestnet Asset Management Inc

1.08M
Shares

$67.8 Million
0.02% of portfolio
Orgel Wealth Management, LLC

944K
Shares

$59.4 Million
1.66% of portfolio
Kestra Advisory Services, LLC

541K
Shares

$34 Million
0.21% of portfolio
High Probability Advisors, LLC Pittsford, NY

281K
Shares

$17.7 Million
3.0% of portfolio
Great Lakes Retirement, Inc. Sandusky, OH

241K
Shares

$15.2 Million
2.03% of portfolio

About FIDELITY COVINGTON TR QUALITY

Ticker FQAL
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