Orgel Wealth Management, LLC Fidelity Covington Tr Quality Put Options Transaction History
Orgel Wealth Management, LLC
- $3.93 Billion
- Q2 2025
Put Options
0 transactions
Quarter | Operation | Price Per put | puts change | puts Held | SEC Form |
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Others Institutions Holding FQAL
# of Institutions
133Shares Held
5.7MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc1.1MShares$79.1 Million0.02% of portfolio
-
Kestra Advisory Services, LLC609KShares$43.7 Million0.22% of portfolio
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High Probability Advisors, LLC Pittsford, NY295KShares$21.2 Million3.07% of portfolio
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Great Lakes Retirement, Inc. Sandusky, OH239KShares$17.2 Million1.98% of portfolio
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Smith Chas P & Associates Pa Cpas233KShares$16.7 Million0.91% of portfolio