Orgel Wealth Management, LLC Fidelity Covington Tr Quality Call Options Transaction History
Orgel Wealth Management, LLC
- $4.15 Billion
- Q3 2025
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding FQAL
# of Institutions
148Shares Held
5.95MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc1.16MShares$86.1 Million0.03% of portfolio
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Kestra Advisory Services, LLC633KShares$47.1 Million0.23% of portfolio
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High Probability Advisors, LLC Pittsford, NY303KShares$22.6 Million3.11% of portfolio
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Jpmorgan Chase & CO New York, NY246KShares$18.3 Million0.0% of portfolio
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Great Lakes Retirement, Inc. Sandusky, OH246KShares$18.3 Million2.0% of portfolio