Summit Investment Advisory Services, LLC FIDELITY COVINGTON TRUST Transaction History

Summit Investment Advisory Services, LLC

  • $204 Billion
  • Q1 2025
Number of Shares
294,200
Previous 284,858 3.28%
Holding current value
$8.67 Billion
Previous $9.22 Billion 5.88%
% of portfolio
4.25%
Previous 4.75%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 11, 2025
BUY
N/A
9,342 Added 3.28%
294,200 $8.67 Billion
Q4 2024

Jan 21, 2025
BUY
N/A
284,858 New
284,858 $9.22 Billion
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