Fma Wealth Management, LLC FIDELITY COVINGTON TRUST Transaction History

Fma Wealth Management, LLC

  • $146 Billion
  • Q3 2025
Number of Shares
155,496
Previous 112,170 38.63%
Holding current value
$5.49 Billion
Previous $3.73 Billion 47.04%
% of portfolio
3.77%
Previous 2.76%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 14, 2025
BUY
N/A
43,326 Added 38.63%
155,496 $5.49 Billion
Q2 2025

Jul 15, 2025
BUY
N/A
35,045 Added 45.44%
112,170 $3.73 Billion
Q1 2025

Apr 22, 2025
SELL
N/A
-24 Reduced 0.03%
77,125 $2.3 Billion
Q4 2024

Feb 03, 2025
BUY
N/A
7,389 Added 10.59%
77,149 $2.12 Billion
Q3 2024

Oct 15, 2024
BUY
N/A
69,760 New
69,760 $2.11 Billion
Track This Portfolio

Track Fma Wealth Management, LLC Portfolio

Follow Fma 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 Fma Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Fma Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email