Amplius Wealth Advisors, LLC Fidelity Covington Tr Msci Ene Transaction History

Amplius Wealth Advisors, LLC

$815 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 Apr 25, 2023	BUY	$20.67 - $25.3 $5,167 - $6,325	250 Added 2.09%	12,204 $273,000
Q4 2022 Jan 19, 2023	BUY	$20.98 - $25.83 $250,794 - $308,771	11,954 New	11,954 $0

Others Institutions Holding FENY

# of Institutions

212

Shares Held

21.3M

Call Options Held

34.5K

Put Options Held

3.3K

Charles Schwab Investment Management Inc San Francisco, CA

4.94M
Shares

$122 Million
0.02% of portfolio
Lido Advisors, LLC Los Angeles, CA

1.68M
Shares

$41.7 Million
0.24% of portfolio
Commonwealth Equity Services, LLC

1.33M
Shares

$32.8 Million
0.05% of portfolio
Envestnet Asset Management Inc

1.06M
Shares

$26.2 Million
0.01% of portfolio
High Tower Advisors, LLC Chicago, IL

879K
Shares

$21.7 Million
0.03% of portfolio

About FIDELITY COVINGTON TR MSCI ENE

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