Ball & CO Wealth Management Inc. FIDELITY COVINGTON TRUST Transaction History

Ball & CO Wealth Management Inc.

  • $93.3 Million
  • Q1 2025
Number of Shares
26,159
Previous 24,963 4.79%
Holding current value
$804,000
Previous $760,000 5.79%
% of portfolio
0.86%
Previous 0.6%

Shares

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

May 09, 2025
BUY
N/A
1,196 Added 4.79%
26,159 $804,000
Q4 2024

Feb 20, 2025
BUY
N/A
24,963 New
24,963 $760,000
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