Epg Wealth Management LLC FIDELITY COVINGTON TRUST Transaction History

Epg Wealth Management LLC

  • $333 Billion
  • Q2 2025
Number of Shares
1,226
Previous 1,222 0.33%
Holding current value
$42.3 Million
Previous $38.1 Million 10.88%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Aug 05, 2025
BUY
N/A
4 Added 0.33%
1,226 $42.3 Million
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
Track This Portfolio

Track Epg Wealth Management LLC Portfolio

Follow Epg Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Epg Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Epg Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email