Exencial Wealth Advisors, LLC FIDELITY COVINGTON TRUST Transaction History

Exencial Wealth Advisors, LLC

  • $2.63 Billion
  • Q1 2025
Number of Shares
13,868
Previous 14,072 1.45%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

May 09, 2025
SELL
N/A
-204 Reduced 1.45%
13,868 $0
Q4 2024

Feb 06, 2025
SELL
N/A
-2,321 Reduced 14.16%
14,072 $0
Q3 2024

Oct 31, 2024
SELL
N/A
-1,256 Reduced 7.12%
16,393 $0
Q2 2024

Aug 12, 2024
SELL
N/A
-3,294 Reduced 15.73%
17,649 $0
Q1 2024

May 10, 2024
SELL
N/A
-3,833 Reduced 15.47%
20,943 $0
Q4 2023

Feb 13, 2024
BUY
N/A
24,776 New
24,776 $0
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