Ball & CO Wealth Management Inc. Fidelity Covington Tr Transaction History
Ball & CO Wealth Management Inc.
- $155 Million
- Q4 2025
A detailed history of Ball & CO Wealth Management Inc. transactions in Fidelity Covington Tr stock. As of the latest transaction made, Ball & CO Wealth Management Inc. holds 13,959 shares of FIDI stock, worth $352,045. This represents 0.23% of its overall portfolio holdings.
Number of Shares
13,959
Previous 13,840
0.86%
Holding current value
$352,045
Previous $338,000
6.8%
% of portfolio
0.23%
Previous 0.22%
Shares
2 transactions
Others Institutions Holding FIDI
# of Institutions
52Shares Held
2.12MCall Options Held
0Put Options Held
0-
Commonwealth Equity Services, LLC594KShares$15 Million0.02% of portfolio
-
David Kennon Inc Sarasota, FL364KShares$9.19 Million3.56% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ116KShares$2.93 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC108KShares$2.73 Million0.0% of portfolio
-
Kestra Advisory Services, LLC104KShares$2.62 Million0.01% of portfolio