Keystone Wealth Services, LLC Fidelity Covington Tr Quality Transaction History
Keystone Wealth Services, LLC
- $379 Million
- Q2 2025
A detailed history of Keystone Wealth Services, LLC transactions in Fidelity Covington Tr Quality stock. As of the latest transaction made, Keystone Wealth Services, LLC holds 5,599 shares of FQAL stock, worth $387,394. This represents 0.1% of its overall portfolio holdings.
Number of Shares
5,599
Previous 3,991
40.29%
Holding current value
$387,394
Previous $253,000
52.96%
% of portfolio
0.1%
Previous 0.07%
Shares
2 transactions
Others Institutions Holding FQAL
# of Institutions
120Shares Held
5.71MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc1.1MShares$76.2 Million0.02% of portfolio
-
Orgel Wealth Management, LLC944KShares$65.3 Million1.66% of portfolio
-
Kestra Advisory Services, LLC556KShares$38.5 Million0.18% of portfolio
-
High Probability Advisors, LLC Pittsford, NY295KShares$20.4 Million3.07% of portfolio
-
Great Lakes Retirement, Inc. Sandusky, OH241KShares$16.7 Million2.03% of portfolio