Halpern Financial, Inc. Fidelity Covington Tr Quality Put Options Transaction History

Halpern Financial, Inc.

$389 Billion
Q3 2024

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding FQAL

# of Institutions

103

Shares Held

5.11M

Call Options Held

0

Put Options Held

0

Envestnet Asset Management Inc

1.1M
Shares

$71.5 Million
0.02% of portfolio
Orgel Wealth Management, LLC

965K
Shares

$62.7 Million
1.71% of portfolio
Kestra Advisory Services, LLC

500K
Shares

$32.5 Million
0.19% of portfolio
High Probability Advisors, LLC Pittsford, NY

269K
Shares

$17.5 Million
2.97% of portfolio
Great Lakes Retirement, Inc. Sandusky, OH

244K
Shares

$15.9 Million
2.03% of portfolio

About FIDELITY COVINGTON TR QUALITY

Ticker FQAL
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