Concord Wealth Partners Fidelity Covington Tr Quality Transaction History

Concord Wealth Partners

$591 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 Apr 30, 2024	SELL	$53.28 - $58.94 $49,284 - $54,519	-925 Closed	0 $0
Q4 2023 Feb 05, 2024	BUY	$47.33 - $54.48 $43,780 - $50,394	925 New	925 $50,000

Others Institutions Holding FQAL

# of Institutions

102

Shares Held

5.09M

Call Options Held

0

Put Options Held

0

Envestnet Asset Management Inc

1.1M
Shares

$73.5 Million
0.02% of portfolio
Orgel Wealth Management, LLC

985K
Shares

$65.8 Million
1.66% of portfolio
Kestra Advisory Services, LLC

500K
Shares

$33.5 Million
0.19% of portfolio
High Probability Advisors, LLC Pittsford, NY

269K
Shares

$18 Million
2.97% of portfolio
Great Lakes Retirement, Inc. Sandusky, OH

244K
Shares

$16.3 Million
2.03% of portfolio

About FIDELITY COVINGTON TR QUALITY

Ticker FQAL
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