Anderson Financial Strategies, LLC FIDELITY COVINGTON TRUST Transaction History

Anderson Financial Strategies, LLC

  • $156 Billion
  • Q2 2025
Number of Shares
427,257
Previous 420,490 1.61%
Holding current value
$14.2 Billion
Previous $12.5 Billion 13.56%
% of portfolio
9.09%
Previous 7.65%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 11, 2025
BUY
N/A
6,767 Added 1.61%
427,257 $14.2 Billion
Q1 2025

May 28, 2025
BUY
N/A
420,490 New
420,490 $12.5 Billion
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