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

Ball & CO Wealth Management Inc.

  • $93.3 Million
  • Q1 2025
Number of Shares
18,111
Previous 17,436 3.87%
Holding current value
$538,000
Previous $480,000 12.08%
% of portfolio
0.58%
Previous 0.38%

Shares

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