Peak Retirement Planning, Inc. Fidelity Covington Trust Fidelity Enhanced Large Cap Core ETF Transaction History

Peak Retirement Planning, Inc.

  • $355 Billion
  • Q3 2025
Number of Shares
12,455
Previous 12,158 2.44%
Holding current value
$464 Million
Previous $419 Million 10.69%
% of portfolio
0.13%
Previous 0.17%

Shares

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

Nov 04, 2025
BUY
N/A
297 Added 2.44%
12,455 $464 Million
Q2 2025

Nov 04, 2025
BUY
N/A
33 Added 0.27%
12,158 $419 Million
Q1 2025

Nov 04, 2025
BUY
N/A
34 Added 0.28%
12,125 $378 Million
Q4 2024

Feb 20, 2025
BUY
N/A
12,091 New
12,091 $398 Million
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