Hoxton Planning & Management, LLC Fidelity Covington Tr Quality Transaction History
Hoxton Planning & Management, LLC
- $207 Million
- Q1 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 $417,155. This represents 0.19% of its overall portfolio holdings.
Number of Shares
6,737
Previous 6,735
0.03%
Holding current value
$417,155
Previous $366,000
8.47%
% of portfolio
0.19%
Previous 0.19%
Shares
2 transactions
Others Institutions Holding FQAL
# of Institutions
86Shares Held
5.89MCall Options Held
0Put Options Held
0-
Orgel Wealth Management, LLC2.03MShares$126 Million3.41% of portfolio
-
Envestnet Asset Management Inc1.03MShares$63.7 Million0.02% of portfolio
-
Kestra Advisory Services, LLC523KShares$32.4 Million0.21% of portfolio
-
Great Lakes Retirement, Inc. Sandusky, OH261KShares$16.1 Million2.27% of portfolio
-
Smith Chas P & Associates Pa Cpas250KShares$15.5 Million0.89% of portfolio