Quotient Wealth Partners, LLC Fidelity Covington Tr Quality Transaction History
Quotient Wealth Partners, LLC
- $3.65 Trillion
- Q3 2025
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 39,184 shares of FQAL stock, worth $2.9 Million. This represents 0.08% of its overall portfolio holdings.
Number of Shares
39,184
Previous 39,131
0.14%
Holding current value
$2.9 Million
Previous $2.72 Billion
7.46%
% of portfolio
0.08%
Previous 0.08%
Shares
6 transactions
Others Institutions Holding FQAL
# of Institutions
133Shares Held
5.75MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc1.1MShares$81.7 Million0.02% of portfolio
-
Orgel Wealth Management, LLC932KShares$69.1 Million1.66% of portfolio
-
Kestra Advisory Services, LLC609KShares$45.1 Million0.22% of portfolio
-
High Probability Advisors, LLC Pittsford, NY303KShares$22.5 Million3.11% of portfolio
-
Great Lakes Retirement, Inc. Sandusky, OH239KShares$17.7 Million1.98% of portfolio