Orgel Wealth Management, LLC Fidelity Covington Tr Quality Transaction History
Orgel Wealth Management, LLC
- $3.69 Billion
- Q4 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 964,773 shares of FQAL stock, worth $64 Million. This represents 1.71% of its overall portfolio holdings.
Number of Shares
964,773
Previous 984,665
2.02%
Holding current value
$64 Million
Previous $63.9 Million
1.22%
% of portfolio
1.71%
Previous 1.66%
Shares
4 transactions
Others Institutions Holding FQAL
# of Institutions
103Shares Held
5.09MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc1.1MShares$73 Million0.02% of portfolio
-
Kestra Advisory Services, LLC500KShares$33.2 Million0.19% of portfolio
-
High Probability Advisors, LLC Pittsford, NY269KShares$17.8 Million2.97% of portfolio
-
Great Lakes Retirement, Inc. Sandusky, OH244KShares$16.2 Million2.03% of portfolio
-
Smith Chas P & Associates Pa Cpas235KShares$15.6 Million0.86% of portfolio