Able Wealth Management LLC FIDELITY COVINGTON TRUST Transaction History

Able Wealth Management LLC

  • $169 Billion
  • Q1 2025
Number of Shares
151,252
Previous 153,853 1.69%
Holding current value
$4.72 Billion
Previous $5.07 Billion 6.89%
% of portfolio
2.78%
Previous 3.33%

Shares

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

Apr 28, 2025
SELL
N/A
-2,601 Reduced 1.69%
151,252 $4.72 Billion
Q4 2024

Feb 03, 2025
BUY
N/A
3,499 Added 2.33%
153,853 $5.07 Billion
Q3 2024

Nov 01, 2024
SELL
N/A
-656 Reduced 0.43%
150,354 $4.82 Billion
Q2 2024

Nov 01, 2024
SELL
N/A
-6,146 Reduced 3.91%
151,010 $4.62 Billion
Q1 2024

Nov 01, 2024
SELL
N/A
-1,980 Reduced 1.24%
157,156 $4.64 Billion
Q4 2023

Feb 20, 2024
BUY
N/A
159,136 New
159,136 $4.23 Billion
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