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

Processus Wealth & Capital Management, LLC

  • $125 Billion
  • Q4 2024
Number of Shares
79,050
Previous 78,401 0.83%
Holding current value
$2.41 Billion
Previous $2.43 Billion 0.77%
% of portfolio
1.92%
Previous 2.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
Track This Portfolio

Track Processus Wealth & Capital Management, LLC Portfolio

Follow Processus Wealth & Capital Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Processus Wealth & Capital Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Processus Wealth & Capital Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email