Hm Payson & CO Fidelity Covington Tr Quality Transaction History

Hm Payson & CO

$5.81 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2021 Aug 17, 2021	SELL	$45.87 - $49.4 $6,880 - $7,410	-150 Closed	0 $0
Q1 2021 Jun 15, 2021	BUY	$42.34 - $45.57 $6,351 - $6,835	150 New	150 $7,000

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
Sector ETFs
Industry ETFs

More about FQAL

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Hm Payson & CO, based on Form 13F filings with the SEC.

News

Stay updated on Hm Payson & CO with notifications on news.