Prepared Retirement Institute LLC FIDELITY COVINGTON TRUST Transaction History

Prepared Retirement Institute LLC

  • $170 Billion
  • Q2 2025
Number of Shares
239,293
Previous 145,626 64.32%
Holding current value
$8.86 Billion
Previous $4.59 Billion 93.17%
% of portfolio
5.22%
Previous 2.93%

Shares

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

Jul 17, 2025
BUY
N/A
93,667 Added 64.32%
239,293 $8.86 Billion
Q1 2025

May 01, 2025
BUY
N/A
145,626 New
145,626 $4.59 Billion
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