Orgel Wealth Management, LLC Fidelity Covington Tr Quality Call Options Transaction History
Orgel Wealth Management, LLC
- $3.85 Billion
- Q3 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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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
-
Kestra Advisory Services, LLC525KShares$34.5 Million0.18% of portfolio
-
Great Lakes Retirement, Inc. Sandusky, OH244KShares$16 Million2.03% of portfolio
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Smith Chas P & Associates Pa Cpas235KShares$15.4 Million0.86% of portfolio
-
Beacon Financial Group196KShares$12.9 Million1.38% of portfolio