Epg Wealth Management LLC FIDELITY COVINGTON TRUST Transaction History

Epg Wealth Management LLC

  • $359 Billion
  • Q1 2025
Number of Shares
1,222
Previous 1,519 19.55%
Holding current value
$38.1 Million
Previous $50 Million 23.77%
% of portfolio
0.01%
Previous 0.01%

Shares

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

May 13, 2025
SELL
N/A
-297 Reduced 19.55%
1,222 $38.1 Million
Q4 2024

Feb 14, 2025
BUY
N/A
5 Added 0.33%
1,519 $50 Million
Q3 2024

Nov 13, 2024
BUY
N/A
1,514 New
1,514 $48.6 Million
Q2 2024

Aug 13, 2024
SELL
N/A
-1,507 Closed
0 $0
Q1 2024

May 14, 2024
BUY
N/A
5 Added 0.33%
1,507 $0
Q4 2023

Feb 14, 2024
BUY
N/A
1,502 New
1,502 $0
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