Axis Wealth Partners, LLC FIDELITY COVINGTON TRUST Transaction History

Axis Wealth Partners, LLC

  • $171 Billion
  • Q3 2025
Number of Shares
12,909
Previous 9,888 30.55%
Holding current value
$481 Million
Previous $341 Million 41.08%
% of portfolio
0.28%
Previous 0.22%

Shares

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

Oct 24, 2025
BUY
N/A
3,021 Added 30.55%
12,909 $481 Million
Q2 2025

Jul 15, 2025
BUY
N/A
9,888 New
9,888 $341 Million
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