Quotient Wealth Partners, LLC Fidelity Covington Tr Quality Transaction History
Quotient Wealth Partners, LLC
- $3.06 Trillion
- Q4 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 12,237 shares of FQAL stock, worth $823,305. This represents 0.03% of its overall portfolio holdings.
Number of Shares
12,237
Previous 11,829
3.45%
Holding current value
$823,305
Previous $768 Million
4.29%
% of portfolio
0.03%
Previous 0.03%
Shares
3 transactions
Others Institutions Holding FQAL
# of Institutions
106Shares Held
5.18MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc1.1MShares$74 Million0.02% of portfolio
-
Orgel Wealth Management, LLC965KShares$64.9 Million1.71% of portfolio
-
Kestra Advisory Services, LLC500KShares$33.7 Million0.19% of portfolio
-
High Probability Advisors, LLC Pittsford, NY273KShares$18.4 Million3.21% of portfolio
-
Great Lakes Retirement, Inc. Sandusky, OH237KShares$15.9 Million2.0% of portfolio