Orgel Wealth Management, LLC Fidelity Covington Tr Quality Call Options Transaction History
Orgel Wealth Management, LLC
- $3.69 Billion
- Q4 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding FQAL
# of Institutions
114Shares Held
5.23MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc1.08MShares$73.2 Million0.02% of portfolio
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Kestra Advisory Services, LLC541KShares$36.8 Million0.21% of portfolio
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High Probability Advisors, LLC Pittsford, NY273KShares$18.6 Million3.21% of portfolio
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Great Lakes Retirement, Inc. Sandusky, OH237KShares$16.1 Million2.0% of portfolio
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Smith Chas P & Associates Pa Cpas236KShares$16.1 Million0.89% of portfolio