Assetmark, Inc Fidelity Covington Tr Msci Ene Transaction History

Assetmark, Inc

$36.4 Billion
Q4 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Nov 01, 2024	BUY	$23.09 - $25.75 $1,154 - $1,287	50 New	50 $1,000
Q1 2024 May 06, 2024	BUY	$21.97 - $25.87 $878 - $1,034	40 New	40 $1,000

Others Institutions Holding FENY

# of Institutions

230

Shares Held

16.8M

Call Options Held

24.4K

Put Options Held

1.1K

Lido Advisors, LLC Los Angeles, CA

1.62M
Shares

$39.7 Million
0.19% of portfolio
Commonwealth Equity Services, LLC

1.33M
Shares

$32.5 Million
0.05% of portfolio
Envestnet Asset Management Inc

1.06M
Shares

$26.1 Million
0.01% of portfolio
High Tower Advisors, LLC Chicago, IL

1M
Shares

$24.6 Million
0.03% of portfolio
Agf Management LTD Toronto Ontario Canada, A6

819K
Shares

$20.1 Million
0.1% of portfolio

About FIDELITY COVINGTON TR MSCI ENE

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