Marshall Investment Management, LLC FIDELITY COVINGTON TRUST Transaction History

Marshall Investment Management, LLC

  • $21 Billion
  • Q2 2025
Number of Shares
6,236
Previous 1,216 412.83%
Holding current value
$215 Million
Previous $38.1 Million 463.16%
% of portfolio
1.02%
Previous 0.02%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 13, 2025
BUY
N/A
5,020 Added 412.83%
6,236 $215 Million
Q1 2025

May 07, 2025
BUY
N/A
1,216 New
1,216 $38.1 Million
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