National Wealth Management Group, LLC FIDELITY COVINGTON TRUST Transaction History

National Wealth Management Group, LLC

  • $178 Billion
  • Q2 2025
Number of Shares
9,802
Previous 9,642 1.66%
Holding current value
$363 Million
Previous $304 Million 19.51%
% of portfolio
0.2%
Previous 0.2%

Shares

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

Sep 25, 2025
BUY
N/A
160 Added 1.66%
9,802 $363 Million
Q4 2023

Feb 01, 2024
BUY
N/A
9,642 New
9,642 $253 Million
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