Leo Wealth, LLC FIDELITY COVINGTON TRUST Transaction History

Leo Wealth, LLC

  • $1.38 Trillion
  • Q4 2025
Number of Shares
7,976
Previous 7,754 2.86%
Holding current value
$304 Million
Previous $289 Million 5.34%
% of portfolio
0.02%
Previous 0.04%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 20, 2026
BUY
N/A
222 Added 2.86%
7,976 $304 Million
Q3 2025

Nov 14, 2025
BUY
N/A
579 Added 8.07%
7,754 $289 Million
Q2 2025

Jul 23, 2025
BUY
N/A
198 Added 2.84%
7,175 $247 Million
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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