Pensionmark Financial Group, LLC Fidelity Covington Tr Quality Transaction History

Pensionmark Financial Group, LLC

$18.2 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2019 Aug 12, 2019	SELL	N/A	-30,036 Closed	0 $0
Q1 2019 May 14, 2019	BUY	N/A	30,036 New	30,036 $1.02 Million

Others Institutions Holding FQAL

# of Institutions

102

Shares Held

5.09M

Call Options Held

0

Put Options Held

0

Envestnet Asset Management Inc

1.1M
Shares

$72.3 Million
0.02% of portfolio
Orgel Wealth Management, LLC

985K
Shares

$64.7 Million
1.66% of portfolio
Kestra Advisory Services, LLC

500K
Shares

$32.9 Million
0.19% of portfolio
High Probability Advisors, LLC Pittsford, NY

269K
Shares

$17.7 Million
2.97% of portfolio
Great Lakes Retirement, Inc. Sandusky, OH

244K
Shares

$16.1 Million
2.03% of portfolio

About FIDELITY COVINGTON TR QUALITY

Ticker FQAL
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