Rolek Wealth Management LLC FIDELITY COVINGTON TRUST Transaction History

Rolek Wealth Management LLC

  • $116 Billion
  • Q2 2025
Number of Shares
31,558
Previous 39,807 20.72%
Holding current value
$1.17 Billion
Previous $1.22 Billion 4.5%
% of portfolio
1.01%
Previous 1.27%

Shares

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

Jul 18, 2025
SELL
N/A
-8,249 Reduced 20.72%
31,558 $1.17 Billion
Q1 2025

Apr 21, 2025
BUY
N/A
39,807 New
39,807 $1.22 Billion
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