Ep Wealth Advisors, LLC FIDELITY COVINGTON TRUST Transaction History

Ep Wealth Advisors, LLC

  • $12 Billion
  • Q1 2025
Number of Shares
4,164
Previous 6,078 31.49%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 15, 2025
SELL
N/A
-1,914 Reduced 31.49%
4,164 $0
Q4 2024

Feb 13, 2025
BUY
N/A
733 Added 13.71%
6,078 $0
Q3 2024

Nov 14, 2024
BUY
N/A
50 Added 0.94%
5,345 $0
Q2 2024

Aug 19, 2024
SELL
N/A
-29,666 Reduced 84.85%
5,295 $0
Q1 2024

May 14, 2024
BUY
N/A
4,474 Added 14.68%
34,961 $0
Q4 2023

Feb 28, 2024
BUY
N/A
30,487 New
30,487 $0
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