Stone House Investment Management, LLC Fidelity Covington Tr Quality Transaction History
Stone House Investment Management, LLC
- $421 Million
- Q1 2024
Shares
2 transactions
Others Institutions Holding FQAL
# of Institutions
86Shares Held
5.89MCall Options Held
0Put Options Held
0-
Orgel Wealth Management, LLC2.03MShares$126 Million3.41% of portfolio
-
Envestnet Asset Management Inc1.03MShares$63.7 Million0.02% of portfolio
-
Kestra Advisory Services, LLC523KShares$32.4 Million0.21% of portfolio
-
Great Lakes Retirement, Inc. Sandusky, OH261KShares$16.1 Million2.27% of portfolio
-
Smith Chas P & Associates Pa Cpas250KShares$15.5 Million0.89% of portfolio