Leo Wealth, LLC FIDELITY COVINGTON TRUST Transaction History

Leo Wealth, LLC

  • $696 Billion
  • Q1 2025
Number of Shares
6,977
Previous 22,091 68.42%
Holding current value
$218 Million
Previous $727 Million 70.09%
% of portfolio
0.03%
Previous 0.07%

Shares

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

May 02, 2025
SELL
N/A
-15,114 Reduced 68.42%
6,977 $218 Million
Q4 2024

Jan 27, 2025
SELL
N/A
-3,963 Reduced 15.21%
22,091 $727 Million
Q3 2024

Oct 21, 2024
BUY
N/A
793 Added 3.14%
26,054 $836 Million
Q2 2024

Jul 17, 2024
BUY
N/A
18,359 Added 266.0%
25,261 $774 Million
Q1 2024

May 09, 2024
BUY
N/A
6,902 New
6,902 $204 Million
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