Axis Wealth Partners, LLC FIDELITY COVINGTON TRUST Transaction History

Axis Wealth Partners, LLC

  • $152 Billion
  • Q2 2025
Number of Shares
13,061
Previous 10,158 28.58%
Holding current value
$434 Million
Previous $302 Million 43.69%
% of portfolio
0.29%
Previous 0.22%

Shares

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

Jul 15, 2025
BUY
N/A
2,903 Added 28.58%
13,061 $434 Million
Q1 2025

Apr 28, 2025
BUY
N/A
10,158 New
10,158 $302 Million
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