Kcs Wealth Advisory Fidelity Covington Tr Quality Transaction History
Kcs Wealth Advisory
- $224 Million
- Q3 2023
A detailed history of Kcs Wealth Advisory transactions in Fidelity Covington Tr Quality stock. As of the latest transaction made, Kcs Wealth Advisory holds 30,523 shares of FQAL stock, worth $1.97 Million. This represents 0.67% of its overall portfolio holdings.
Number of Shares
30,523
Previous 59,566
48.76%
Holding current value
$1.97 Million
Previous $3.01 Million
50.05%
% of portfolio
0.67%
Previous 1.09%
Shares
15 transactions
Others Institutions Holding FQAL
# of Institutions
97Shares Held
5.96MCall Options Held
0Put Options Held
0-
Orgel Wealth Management, LLC1.9MShares$123 Million3.25% of portfolio
-
Envestnet Asset Management Inc1.13MShares$72.7 Million0.02% of portfolio
-
Kestra Advisory Services, LLC525KShares$33.9 Million0.18% of portfolio
-
Smith Chas P & Associates Pa Cpas250KShares$16.1 Million0.91% of portfolio
-
Gunn & CO Investment Management, Inc. Jacksonville, FL250KShares$16.1 Million0.91% of portfolio