Modern Wealth Management, LLC FIDELITY COVINGTON TRUST Transaction History

Modern Wealth Management, LLC

  • $1.37 Trillion
  • Q2 2024
Number of Shares
11,814
Previous 11,701 0.97%
Holding current value
$335 Million
Previous $336 Million 0.26%
% of portfolio
0.02%
Previous 0.03%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 07, 2024
BUY
N/A
113 Added 0.97%
11,814 $335 Million
Q1 2024

May 13, 2024
BUY
N/A
11,701 New
11,701 $336 Million
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