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

Ball & CO Wealth Management Inc.

  • $93.9 Million
  • Q2 2025
Number of Shares
20,497
Previous 37,552 45.42%
Holding current value
$759,000
Previous $1.18 Million 35.79%
% of portfolio
0.81%
Previous 1.27%

Shares

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

Jul 24, 2025
SELL
N/A
-17,055 Reduced 45.42%
20,497 $759,000
Q1 2025

May 09, 2025
BUY
N/A
930 Added 2.54%
37,552 $1.18 Million
Q4 2024

Feb 20, 2025
BUY
N/A
36,622 New
36,622 $1.29 Million
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