Evernest Financial Advisors, LLC FIDELITY COVINGTON TRUST Transaction History

Evernest Financial Advisors, LLC

  • $275 Million
  • Q2 2025
Number of Shares
248,060
Previous 198,100 25.22%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Jul 28, 2025
BUY
N/A
49,960 Added 25.22%
248,060 $0
Q1 2025

May 09, 2025
BUY
N/A
55,672 Added 39.09%
198,100 $0
Q4 2024

Jan 23, 2025
BUY
N/A
142,428 New
142,428 $0
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