Processus Wealth & Capital Management, LLC FIDELITY COVINGTON TRUST Transaction History

Processus Wealth & Capital Management, LLC

  • $139 Billion
  • Q3 2025
Number of Shares
77,223
Previous 77,638 0.53%
Holding current value
$2.59 Billion
Previous $2.47 Billion 4.98%
% of portfolio
1.86%
Previous 1.95%

Shares

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

Nov 04, 2025
SELL
N/A
-415 Reduced 0.53%
77,223 $2.59 Billion
Q2 2025

Jul 16, 2025
SELL
N/A
-1,671 Reduced 2.11%
77,638 $2.47 Billion
Q1 2025

Apr 30, 2025
BUY
N/A
259 Added 0.33%
79,309 $2.44 Billion
Q4 2024

Feb 04, 2025
BUY
N/A
649 Added 0.83%
79,050 $2.41 Billion
Q3 2024

Nov 01, 2024
SELL
N/A
-2,498 Reduced 3.09%
78,401 $2.43 Billion
Q2 2024

Jul 24, 2024
BUY
N/A
498 Added 0.62%
80,899 $2.31 Billion
Q1 2024

Apr 16, 2024
BUY
N/A
80,401 New
80,401 $2.35 Billion
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