Core Wealth Partners LLC Fidelity Covington Tr Msci Ene Transaction History
Core Wealth Partners LLC
- $146 Billion
- Q2 2024
A detailed history of Core Wealth Partners LLC transactions in Fidelity Covington Tr Msci Ene stock. As of the latest transaction made, Core Wealth Partners LLC holds 24,555 shares of FENY stock, worth $604,298. This represents 0.42% of its overall portfolio holdings.
Number of Shares
24,555
Previous 29,785
17.56%
Holding current value
$604,298
Previous $771 Million
20.04%
% of portfolio
0.42%
Previous 0.58%
Shares
7 transactions
Others Institutions Holding FENY
# of Institutions
217Shares Held
21.4MCall Options Held
34.5KPut Options Held
3.3K-
Charles Schwab Investment Management Inc San Francisco, CA4.94MShares$122 Million0.02% of portfolio
-
Lido Advisors, LLC Los Angeles, CA1.68MShares$41.5 Million0.24% of portfolio
-
Commonwealth Equity Services, LLC1.28MShares$31.6 Million0.05% of portfolio
-
Envestnet Asset Management Inc1.06MShares$26.1 Million0.01% of portfolio
-
High Tower Advisors, LLC Chicago, IL879KShares$21.6 Million0.03% of portfolio