Modern Wealth Management, LLC FIDELITY COVINGTON TRUST Transaction History

Modern Wealth Management, LLC

  • $2.86 Trillion
  • Q4 2024
Number of Shares
11,947
Previous 11,878 0.58%
Holding current value
$350 Million
Previous $360 Million 2.74%
% of portfolio
0.01%
Previous 0.02%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 11, 2025
BUY
N/A
69 Added 0.58%
11,947 $350 Million
Q3 2024

Nov 05, 2024
BUY
N/A
64 Added 0.54%
11,878 $360 Million
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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