Balance Wealth, LLC FIDELITY COVINGTON TRUST Transaction History

Balance Wealth, LLC

  • $171 Billion
  • Q2 2025
Number of Shares
28,112
Previous 17,018 65.19%
Holding current value
$899 Million
Previous $502 Million 79.26%
% of portfolio
0.53%
Previous 0.33%

Shares

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

Aug 13, 2025
BUY
N/A
11,094 Added 65.19%
28,112 $899 Million
Q1 2025

Apr 23, 2025
BUY
N/A
17,018 New
17,018 $502 Million
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