Orgel Wealth Management, LLC Fidelity Covington Tr Quality Call Options Transaction History
Orgel Wealth Management, LLC
- $3.85 Billion
- Q3 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
102Shares Held
5.09MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc1.1MShares$72.3 Million0.02% of portfolio
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Kestra Advisory Services, LLC500KShares$32.9 Million0.19% of portfolio
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High Probability Advisors, LLC Pittsford, NY269KShares$17.7 Million2.97% of portfolio
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Great Lakes Retirement, Inc. Sandusky, OH244KShares$16.1 Million2.03% of portfolio
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Smith Chas P & Associates Pa Cpas235KShares$15.4 Million0.86% of portfolio