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 $443,564. This represents 0.17% of its overall portfolio holdings.
Number of Shares
6,737
Previous 6,737
-0.0%
Holding current value
$443,564
Previous $413,000
5.81%
% of portfolio
0.17%
Previous 0.19%
Shares
2 transactions
Others Institutions Holding FQAL
# of Institutions
102Shares Held
5.09MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc1.1MShares$72.4 Million0.02% of portfolio
-
Orgel Wealth Management, LLC985KShares$64.8 Million1.66% of portfolio
-
Kestra Advisory Services, LLC500KShares$33 Million0.19% of portfolio
-
High Probability Advisors, LLC Pittsford, NY269KShares$17.7 Million2.97% of portfolio
-
Great Lakes Retirement, Inc. Sandusky, OH244KShares$16.1 Million2.03% of portfolio