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

Processus Wealth & Capital Management, LLC

  • $117 Billion
  • Q1 2025
Number of Shares
79,309
Previous 79,050 0.33%
Holding current value
$2.44 Billion
Previous $2.41 Billion 1.22%
% of portfolio
2.08%
Previous 1.92%

Shares

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

Apr 30, 2025
BUY
N/A
259 Added 0.33%
79,309 $2.44 Billion
Q4 2024

Feb 04, 2025
BUY
N/A
649 Added 0.83%
79,050 $2.41 Billion
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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