Orgel Wealth Management, LLC Fidelity Covington Tr Quality Transaction History
Orgel Wealth Management, LLC
- $3.85 Billion
- Q3 2024
A detailed history of Orgel Wealth Management, LLC transactions in Fidelity Covington Tr Quality stock. As of the latest transaction made, Orgel Wealth Management, LLC holds 984,665 shares of FQAL stock, worth $64.7 Million. This represents 1.66% of its overall portfolio holdings.
Number of Shares
984,665
Previous 1,897,583
48.11%
Holding current value
$64.7 Million
Previous $116 Million
45.08%
% of portfolio
1.66%
Previous 3.25%
Shares
3 transactions
Others Institutions Holding FQAL
# of Institutions
102Shares Held
5.09MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc1.1MShares$72.3 Million0.02% of portfolio
-
Kestra Advisory Services, LLC500KShares$32.9 Million0.19% of portfolio
-
High Probability Advisors, LLC Pittsford, NY269KShares$17.7 Million2.97% of portfolio
-
Great Lakes Retirement, Inc. Sandusky, OH244KShares$16.1 Million2.03% of portfolio
-
Smith Chas P & Associates Pa Cpas235KShares$15.4 Million0.86% of portfolio