Bms Financial Advisors, LLC Fidelity Covington Tr Quality Transaction History
Bms Financial Advisors, LLC
- $148 Million
- Q2 2023
A detailed history of Bms Financial Advisors, LLC transactions in Fidelity Covington Tr Quality stock. As of the latest transaction made, Bms Financial Advisors, LLC holds 5,654 shares of FQAL stock, worth $371,298. This represents 0.19% of its overall portfolio holdings.
Number of Shares
5,654
Previous 29,985
81.14%
Holding current value
$371,298
Previous $1.42 Million
79.96%
% of portfolio
0.19%
Previous 0.99%
Shares
5 transactions
Others Institutions Holding FQAL
# of Institutions
100Shares Held
4.81MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc1.13MShares$74 Million0.02% of portfolio
-
Orgel Wealth Management, LLC985KShares$64.7 Million1.66% of portfolio
-
Kestra Advisory Services, LLC525KShares$34.5 Million0.18% of portfolio
-
Great Lakes Retirement, Inc. Sandusky, OH244KShares$16 Million2.03% of portfolio
-
Smith Chas P & Associates Pa Cpas235KShares$15.4 Million0.86% of portfolio