Hm Payson & CO Fidelity Covington Tr Quality Transaction History

Hm Payson & CO

$5.6 Billion
Q1 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2021 Aug 17, 2021	SELL	$45.87 - $49.4 $6,880 - $7,410	-150 Closed	0 $0
Q1 2021 Jun 15, 2021	BUY	$42.34 - $45.57 $6,351 - $6,835	150 New	150 $7,000

Others Institutions Holding FQAL

# of Institutions

132

Shares Held

5.75M

Call Options Held

0

Put Options Held

0

Envestnet Asset Management Inc

1.1M
Shares

$81.5 Million
0.02% of portfolio
Orgel Wealth Management, LLC

932K
Shares

$68.9 Million
1.66% of portfolio
Kestra Advisory Services, LLC

609K
Shares

$45 Million
0.22% of portfolio
High Probability Advisors, LLC Pittsford, NY

295K
Shares

$21.8 Million
3.07% of portfolio
Great Lakes Retirement, Inc. Sandusky, OH

239K
Shares

$17.7 Million
1.98% of portfolio

About FIDELITY COVINGTON TR QUALITY

Ticker FQAL
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