Williams & Novak, LLC FIDELITY COVINGTON TRUST Transaction History

Williams & Novak, LLC

  • $130 Billion
  • Q3 2025
Number of Shares
19,468
Previous 14,669 32.72%
Holding current value
$687 Million
Previous $488 Million 40.78%
% of portfolio
0.53%
Previous 0.41%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 29, 2025
BUY
N/A
4,799 Added 32.72%
19,468 $687 Million
Q2 2025

Jul 24, 2025
BUY
N/A
7,106 Added 93.96%
14,669 $488 Million
Q1 2025

May 15, 2025
BUY
N/A
7,563 New
7,563 $225 Million
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