Modern Wealth Management, LLC FIDELITY COVINGTON TRUST Transaction History

Modern Wealth Management, LLC

  • $1.65 Trillion
  • Q3 2024
Number of Shares
8,018
Previous 7,993 0.31%
Holding current value
$258 Million
Previous $235 Million 9.54%
% of portfolio
0.02%
Previous 0.02%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 05, 2024
BUY
N/A
25 Added 0.31%
8,018 $258 Million
Q2 2024

Aug 07, 2024
BUY
N/A
20 Added 0.25%
7,993 $235 Million
Q1 2024

May 13, 2024
BUY
N/A
7,973 New
7,973 $238 Million
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