Jfs Wealth Advisors, LLC Fidelity Covington Tr Quality Transaction History

Jfs Wealth Advisors, LLC

$1.46 Billion
Q4 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Aug 07, 2023	BUY	$46.58 - $50.55 $3,167 - $3,437	68 New	68 $3,000

Others Institutions Holding FQAL

# of Institutions

109

Shares Held

5.19M

Call Options Held

0

Put Options Held

0

Envestnet Asset Management Inc

1.1M
Shares

$74.2 Million
0.02% of portfolio
Orgel Wealth Management, LLC

965K
Shares

$65.1 Million
1.71% of portfolio
Kestra Advisory Services, LLC

500K
Shares

$33.8 Million
0.19% of portfolio
High Probability Advisors, LLC Pittsford, NY

273K
Shares

$18.4 Million
3.21% of portfolio
Great Lakes Retirement, Inc. Sandusky, OH

237K
Shares

$16 Million
2.0% of portfolio

About FIDELITY COVINGTON TR QUALITY

Ticker FQAL
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