Exencial Wealth Advisors, LLC FIDELITY COVINGTON TRUST Transaction History

Exencial Wealth Advisors, LLC

  • $2.75 Billion
  • Q2 2025
Number of Shares
6,974
Previous 6,949 0.36%
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

Jul 30, 2025
BUY
N/A
25 Added 0.36%
6,974 $0
Q1 2025

May 09, 2025
SELL
N/A
-280 Reduced 3.87%
6,949 $0
Q4 2024

Feb 06, 2025
SELL
N/A
-376 Reduced 4.94%
7,229 $0
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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