One Wealth Management Investment & Advisory Services, LLC Fidelity Covington Tr Msci Ene Transaction History

One Wealth Management Investment & Advisory Services, LLC

$57 Billion
Q3 2024

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Jan 25, 2024	BUY	$22.27 - $25.3 $234,569 - $266,484	10,533 New	10,533 $243 Million

Others Institutions Holding FENY

# of Institutions

216

Shares Held

16.6M

Call Options Held

24.4K

Put Options Held

1.1K

Lido Advisors, LLC Los Angeles, CA

1.62M
Shares

$43.6 Million
0.19% of portfolio
Commonwealth Equity Services, LLC

1.33M
Shares

$35.7 Million
0.05% of portfolio
Envestnet Asset Management Inc

1.06M
Shares

$28.6 Million
0.01% of portfolio
High Tower Advisors, LLC Chicago, IL

883K
Shares

$23.8 Million
0.03% of portfolio
Northwestern Mutual Wealth Management CO

749K
Shares

$20.2 Million
0.02% of portfolio

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About FIDELITY COVINGTON TR MSCI ENE

Ticker FENY
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