Yoder Wealth Management, Inc. Fidelity Covington Tr Msci Ene Transaction History
Yoder Wealth Management, Inc.
- $154 Billion
- Q2 2024
A detailed history of Yoder Wealth Management, Inc. transactions in Fidelity Covington Tr Msci Ene stock. As of the latest transaction made, Yoder Wealth Management, Inc. holds 91,357 shares of FENY stock, worth $2.34 Million. This represents 1.48% of its overall portfolio holdings.
Number of Shares
91,357
Previous 86,400
5.74%
Holding current value
$2.34 Million
Previous $2.24 Billion
2.55%
% of portfolio
1.48%
Previous 1.46%
Shares
6 transactions
Others Institutions Holding FENY
# of Institutions
215Shares Held
21.4MCall Options Held
34.5KPut Options Held
3.3K-
Charles Schwab Investment Management Inc San Francisco, CA4.94MShares$126 Million0.02% of portfolio
-
Lido Advisors, LLC Los Angeles, CA1.68MShares$43.1 Million0.24% of portfolio
-
Commonwealth Equity Services, LLC1.28MShares$32.8 Million0.05% of portfolio
-
Envestnet Asset Management Inc1.06MShares$27.1 Million0.01% of portfolio
-
High Tower Advisors, LLC Chicago, IL879KShares$22.5 Million0.03% of portfolio