Exencial Wealth Advisors, LLC FIDELITY COVINGTON TRUST Transaction History

Exencial Wealth Advisors, LLC

  • $2.72 Billion
  • Q3 2024
Number of Shares
7,605
Previous 8,511 10.65%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 31, 2024
SELL
N/A
-906 Reduced 10.65%
7,605 $0
Q2 2024

Aug 12, 2024
SELL
N/A
-1,765 Reduced 17.18%
8,511 $0
Q1 2024

May 10, 2024
SELL
N/A
-2,188 Reduced 17.55%
10,276 $0
Q4 2023

Feb 13, 2024
BUY
N/A
12,464 New
12,464 $0
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