Beverly Hills Private Wealth, LLC Fidelity Covington Tr Quality Transaction History
Beverly Hills Private Wealth, LLC
- $495 Billion
- Q4 2024
A detailed history of Beverly Hills Private Wealth, LLC transactions in Fidelity Covington Tr Quality stock. As of the latest transaction made, Beverly Hills Private Wealth, LLC holds 5,510 shares of FQAL stock, worth $334,567. This represents 0.07% of its overall portfolio holdings.
Number of Shares
5,510
Previous 7,299
24.51%
Holding current value
$334,567
Previous $474 Million
23.89%
% of portfolio
0.07%
Previous 0.1%
Shares
5 transactions
Others Institutions Holding FQAL
# of Institutions
118Shares Held
5.39MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc1.08MShares$65.4 Million0.02% of portfolio
-
Orgel Wealth Management, LLC944KShares$57.3 Million1.66% of portfolio
-
Kestra Advisory Services, LLC541KShares$32.8 Million0.21% of portfolio
-
High Probability Advisors, LLC Pittsford, NY281KShares$17 Million3.0% of portfolio
-
Great Lakes Retirement, Inc. Sandusky, OH241KShares$14.6 Million2.03% of portfolio