Summit Investment Advisory Services, LLC FIDELITY COVINGTON TRUST Transaction History

Summit Investment Advisory Services, LLC

  • $251 Billion
  • Q3 2025
Number of Shares
318,069
Previous 313,068 1.6%
Holding current value
$11.6 Billion
Previous $10 Billion 16.11%
% of portfolio
4.63%
Previous 4.36%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 07, 2025
BUY
N/A
5,001 Added 1.6%
318,069 $11.6 Billion
Q3 2025

Nov 03, 2025
BUY
N/A
313,068 New
313,068 $10 Billion
Q1 2025

Apr 11, 2025
BUY
N/A
9,342 Added 3.28%
294,200 $8.67 Billion
Q4 2024

Jan 21, 2025
BUY
N/A
284,858 New
284,858 $9.22 Billion
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