Modern Wealth Management, LLC FIDELITY COVINGTON TRUST Transaction History

Modern Wealth Management, LLC

  • $3.04 Billion
  • Q1 2025
Number of Shares
12,033
Previous 12,033 -0.0%
Holding current value
$0
Previous $358 Million 100.0%
% of portfolio
0.0%
Previous 0.01%

Shares

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

May 15, 2025
BUY
N/A
86 Added 0.72%
12,033 $358 Million
Q4 2024

May 30, 2025
SELL
N/A
-86 Reduced 0.71%
11,947 $0
Q4 2024

May 29, 2025
SELL
N/A
-86 Reduced 0.71%
11,947 $0
Q4 2024

Feb 11, 2025
BUY
N/A
69 Added 0.58%
11,947 $350 Million
Q3 2024

May 30, 2025
SELL
N/A
-155 Reduced 1.29%
11,878 $0
Q3 2024

May 29, 2025
SELL
N/A
-155 Reduced 1.29%
11,878 $0
Q3 2024

Nov 05, 2024
BUY
N/A
64 Added 0.54%
11,878 $360 Million
Q2 2024

May 29, 2025
SELL
N/A
-219 Reduced 1.82%
11,814 $0
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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