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

Ball & CO Wealth Management Inc.

  • $93.3 Million
  • Q1 2025
Number of Shares
37,552
Previous 36,622 2.54%
Holding current value
$1.18 Million
Previous $1.29 Million 8.66%
% of portfolio
1.27%
Previous 1.03%

Shares

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