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

Ball & CO Wealth Management Inc.

  • $93.9 Million
  • Q2 2025
Number of Shares
16,548
Previous 18,111 8.63%
Holding current value
$550,000
Previous $538,000 2.23%
% of portfolio
0.59%
Previous 0.58%

Shares

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

Jul 24, 2025
SELL
N/A
-1,563 Reduced 8.63%
16,548 $550,000
Q1 2025

May 09, 2025
BUY
N/A
675 Added 3.87%
18,111 $538,000
Q4 2024

Feb 20, 2025
BUY
N/A
17,436 New
17,436 $480,000
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