Regal Wealth Group, Inc. Fidelity Covington Tr Quality Transaction History
Regal Wealth Group, Inc.
- $143 Million
- Q4 2023
Shares
32 transactions
Others Institutions Holding FQAL
# of Institutions
106Shares Held
5.16MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc1.1MShares$74.6 Million0.02% of portfolio
-
Orgel Wealth Management, LLC965KShares$65.5 Million1.71% of portfolio
-
Kestra Advisory Services, LLC500KShares$34 Million0.19% of portfolio
-
High Probability Advisors, LLC Pittsford, NY273KShares$18.5 Million3.21% of portfolio
-
Great Lakes Retirement, Inc. Sandusky, OH244KShares$16.6 Million2.03% of portfolio