Balance Wealth, LLC FIDELITY COVINGTON TRUST Transaction History

Balance Wealth, LLC

  • $405 Billion
  • Q3 2025
Number of Shares
27,467
Previous 28,112 2.29%
Holding current value
$1 Billion
Previous $899 Million 11.66%
% of portfolio
0.25%
Previous 0.53%

Shares

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

Oct 20, 2025
SELL
N/A
-645 Reduced 2.29%
27,467 $1 Billion
Q2 2025

Aug 13, 2025
BUY
N/A
11,094 Added 65.19%
28,112 $899 Million
Q1 2025

Apr 23, 2025
BUY
N/A
17,018 New
17,018 $502 Million
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