Spire Wealth Management Fidelity Covington Tr Quality Transaction History
Spire Wealth Management
- $3.01 Billion
- Q1 2024
A detailed history of Spire Wealth Management transactions in Fidelity Covington Tr Quality stock. As of the latest transaction made, Spire Wealth Management holds 2,708 shares of FQAL stock, worth $166,785. This represents 0.01% of its overall portfolio holdings.
Number of Shares
2,708
Previous 2,708
-0.0%
Holding current value
$166,785
Previous $147,000
8.16%
% of portfolio
0.01%
Previous 0.01%
Shares
8 transactions
Others Institutions Holding FQAL
# of Institutions
85Shares Held
5.87MCall Options Held
0Put Options Held
0-
Orgel Wealth Management, LLC2.03MShares$125 Million3.41% of portfolio
-
Envestnet Asset Management Inc1.03MShares$63.4 Million0.02% of portfolio
-
Kestra Advisory Services, LLC523KShares$32.2 Million0.21% of portfolio
-
Great Lakes Retirement, Inc. Sandusky, OH261KShares$16.1 Million2.27% of portfolio
-
Smith Chas P & Associates Pa Cpas250KShares$15.4 Million0.89% of portfolio