Axis Wealth Partners, LLC FIDELITY COVINGTON TRUST Transaction History

Axis Wealth Partners, LLC

  • $171 Billion
  • Q3 2025
Number of Shares
15,984
Previous 13,061 22.38%
Holding current value
$564 Million
Previous $434 Million 29.81%
% of portfolio
0.33%
Previous 0.29%

Shares

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

Oct 24, 2025
BUY
N/A
2,923 Added 22.38%
15,984 $564 Million
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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