Hoxton Planning & Management, LLC Fidelity Covington Tr Quality Transaction History
Hoxton Planning & Management, LLC
- $256 Million
- Q3 2024
A detailed history of Hoxton Planning & Management, LLC transactions in Fidelity Covington Tr Quality stock. As of the latest transaction made, Hoxton Planning & Management, LLC holds 6,737 shares of FQAL stock, worth $454,343. This represents 0.17% of its overall portfolio holdings.
Number of Shares
6,737
Previous 6,737
-0.0%
Holding current value
$454,343
Previous $413,000
5.81%
% of portfolio
0.17%
Previous 0.19%
Shares
2 transactions
Others Institutions Holding FQAL
# of Institutions
109Shares Held
5.19MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc1.1MShares$74.2 Million0.02% of portfolio
-
Orgel Wealth Management, LLC965KShares$65.1 Million1.71% of portfolio
-
Kestra Advisory Services, LLC500KShares$33.8 Million0.19% of portfolio
-
High Probability Advisors, LLC Pittsford, NY273KShares$18.4 Million3.21% of portfolio
-
Great Lakes Retirement, Inc. Sandusky, OH237KShares$16 Million2.0% of portfolio