Orgel Wealth Management, LLC Fidelity Covington Tr Quality Call Options Transaction History
Orgel Wealth Management, LLC
- $3.58 Billion
- Q2 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
97Shares Held
5.96MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc1.13MShares$72.8 Million0.02% of portfolio
-
Kestra Advisory Services, LLC525KShares$33.9 Million0.18% of portfolio
-
Smith Chas P & Associates Pa Cpas250KShares$16.2 Million0.91% of portfolio
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Gunn & CO Investment Management, Inc. Jacksonville, FL250KShares$16.2 Million0.91% of portfolio
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Great Lakes Retirement, Inc. Sandusky, OH244KShares$15.8 Million2.05% of portfolio