Ball & CO Wealth Management Inc. FIDELITY COVINGTON TRUST Transaction History

Ball & CO Wealth Management Inc.

  • $93.9 Million
  • Q2 2025
Number of Shares
17,125
Previous 26,159 34.53%
Holding current value
$544,000
Previous $804,000 32.34%
% of portfolio
0.58%
Previous 0.86%

Shares

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

Jul 24, 2025
SELL
N/A
-9,034 Reduced 34.53%
17,125 $544,000
Q1 2025

May 09, 2025
BUY
N/A
1,196 Added 4.79%
26,159 $804,000
Q4 2024

Feb 20, 2025
BUY
N/A
24,963 New
24,963 $760,000
Track This Portfolio

Track Ball & CO Wealth Management Inc. Portfolio

Follow Ball & CO Wealth Management Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ball & CO Wealth Management Inc., based on Form 13F filings with the SEC.

News

Stay updated on Ball & CO Wealth Management Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email