Able Wealth Management LLC FIDELITY COVINGTON TRUST Transaction History

Able Wealth Management LLC

  • $266 Billion
  • Q3 2025
Number of Shares
149,468
Previous 152,601 2.05%
Holding current value
$5.57 Billion
Previous $5.26 Billion 5.84%
% of portfolio
2.09%
Previous 2.65%

Shares

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

Oct 14, 2025
SELL
N/A
-3,133 Reduced 2.05%
149,468 $5.57 Billion
Q2 2025

Aug 06, 2025
BUY
N/A
1,349 Added 0.89%
152,601 $5.26 Billion
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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