Quotient Wealth Partners, LLC Fidelity Covington Tr Quality Transaction History
Quotient Wealth Partners, LLC
- $3.04 Trillion
- Q3 2024
A detailed history of Quotient Wealth Partners, LLC transactions in Fidelity Covington Tr Quality stock. As of the latest transaction made, Quotient Wealth Partners, LLC holds 11,829 shares of FQAL stock, worth $777,047. This represents 0.03% of its overall portfolio holdings.
Number of Shares
11,829
Previous 10,784
9.69%
Holding current value
$777,047
Previous $661 Million
16.09%
% of portfolio
0.03%
Previous 0.02%
Shares
2 transactions
Others Institutions Holding FQAL
# of Institutions
102Shares Held
5.09MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc1.1MShares$72.2 Million0.02% of portfolio
-
Orgel Wealth Management, LLC985KShares$64.7 Million1.66% of portfolio
-
Kestra Advisory Services, LLC500KShares$32.9 Million0.19% of portfolio
-
High Probability Advisors, LLC Pittsford, NY269KShares$17.6 Million2.97% of portfolio
-
Great Lakes Retirement, Inc. Sandusky, OH244KShares$16.1 Million2.03% of portfolio