Lloyd Advisory Services, Llc. Fidelity Covington Tr Quality Transaction History

Lloyd Advisory Services, Llc.

$111 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2020 Jun 03, 2020	SELL	$26.04 - $39.52 $2,317 - $3,517	-89 Closed	0 $0
Q4 2019 Feb 12, 2020	BUY	$34.03 - $37.8 $3,028 - $3,364	89 New	89 $3,000

Others Institutions Holding FQAL

# of Institutions

102

Shares Held

5.09M

Call Options Held

0

Put Options Held

0

Envestnet Asset Management Inc

1.1M
Shares

$72.3 Million
0.02% of portfolio
Orgel Wealth Management, LLC

985K
Shares

$64.7 Million
1.66% of portfolio
Kestra Advisory Services, LLC

500K
Shares

$32.9 Million
0.19% of portfolio
High Probability Advisors, LLC Pittsford, NY

269K
Shares

$17.7 Million
2.97% of portfolio
Great Lakes Retirement, Inc. Sandusky, OH

244K
Shares

$16.1 Million
2.03% of portfolio

About FIDELITY COVINGTON TR QUALITY

Ticker FQAL
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