Ep Wealth Advisors, LLC FIDELITY COVINGTON TRUST Transaction History

Ep Wealth Advisors, LLC

  • $14.6 Billion
  • Q2 2025
Number of Shares
6,086
Previous 3,601 69.01%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Aug 14, 2025
BUY
N/A
2,485 Added 69.01%
6,086 $0
Q1 2025

May 15, 2025
SELL
N/A
-58 Reduced 1.59%
3,601 $0
Q4 2024

Feb 13, 2025
SELL
N/A
-164 Reduced 4.29%
3,659 $0
Q3 2024

Nov 14, 2024
SELL
N/A
-299 Reduced 7.25%
3,823 $0
Q2 2024

Aug 19, 2024
BUY
N/A
2 Added 0.05%
4,122 $0
Q1 2024

May 14, 2024
SELL
N/A
-15,733 Reduced 79.25%
4,120 $0
Q4 2023

Feb 28, 2024
BUY
N/A
19,853 New
19,853 $0
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