Processus Wealth & Capital Management, LLC FIDELITY COVINGTON TRUST Transaction History

Processus Wealth & Capital Management, LLC

  • $121 Billion
  • Q3 2024
Number of Shares
78,401
Previous 80,899 3.09%
Holding current value
$2.43 Billion
Previous $2.31 Billion 5.06%
% of portfolio
2.0%
Previous 1.92%

Shares

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

Nov 01, 2024
SELL
N/A
-2,498 Reduced 3.09%
78,401 $2.43 Billion
Q2 2024

Jul 24, 2024
BUY
N/A
498 Added 0.62%
80,899 $2.31 Billion
Q1 2024

Apr 16, 2024
BUY
N/A
80,401 New
80,401 $2.35 Billion
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