Halpern Financial, Inc. Fidelity Covington Tr Quality Call Options Transaction History

Halpern Financial, Inc.

$389 Billion
Q3 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding FQAL

# of Institutions

114

Shares Held

5.23M

Call Options Held

0

Put Options Held

0

Envestnet Asset Management Inc

1.08M
Shares

$74.5 Million
0.02% of portfolio
Orgel Wealth Management, LLC

965K
Shares

$66.7 Million
1.71% of portfolio
Kestra Advisory Services, LLC

541K
Shares

$37.4 Million
0.21% of portfolio
High Probability Advisors, LLC Pittsford, NY

273K
Shares

$18.9 Million
3.21% of portfolio
Great Lakes Retirement, Inc. Sandusky, OH

237K
Shares

$16.4 Million
2.0% of portfolio

About FIDELITY COVINGTON TR QUALITY

Ticker FQAL
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