Kestra Investment Management, LLC FIDELITY COVINGTON TRUST Transaction History

Kestra Investment Management, LLC

  • $2.61 Trillion
  • Q1 2025
Number of Shares
787,460
Previous 438,745 79.48%
Holding current value
$14.1 Billion
Previous $15.5 Billion 9.41%
% of portfolio
0.54%
Previous 0.61%

Shares

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

May 15, 2025
BUY
N/A
348,715 Added 79.48%
787,460 $14.1 Billion
Q4 2024

Jan 31, 2025
SELL
N/A
-6,007 Reduced 1.35%
438,745 $15.5 Billion
Q3 2024

Nov 14, 2024
SELL
N/A
-12,959 Reduced 2.83%
444,752 $14.8 Billion
Q2 2024

Aug 28, 2024
BUY
N/A
457,711 New
457,711 $14.8 Billion
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