Modern Wealth Management, LLC FIDELITY COVINGTON TRUST Transaction History

Modern Wealth Management, LLC

12,221

Previous 12,162 0.49%

$431 Million

Previous $0 Infinity%

0.01%

Previous 0.0%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 12, 2025	BUY	N/A	59 Added 0.49%	12,221 $431 Million
Q2 2025 Aug 14, 2025	BUY	N/A	129 Added 1.07%	12,162 $0
Q1 2025 May 15, 2025	BUY	N/A	86 Added 0.72%	12,033 $358 Million
Q4 2024 May 30, 2025	SELL	N/A	-86 Reduced 0.71%	11,947 $0
Q4 2024 May 29, 2025	SELL	N/A	-86 Reduced 0.71%	11,947 $0

Q4 2024 Feb 11, 2025	BUY	N/A	69 Added 0.58%	11,947 $350 Million
Q3 2024 May 30, 2025	SELL	N/A	-155 Reduced 1.29%	11,878 $0
Q3 2024 May 29, 2025	SELL	N/A	-155 Reduced 1.29%	11,878 $0
Q3 2024 Nov 05, 2024	BUY	N/A	64 Added 0.54%	11,878 $360 Million
Q2 2024 May 29, 2025	SELL	N/A	-219 Reduced 1.82%	11,814 $0
Q2 2024 Aug 07, 2024	BUY	N/A	113 Added 0.97%	11,814 $335 Million
Q1 2024 May 13, 2024	BUY	N/A	11,701 New	11,701 $336 Million

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