Bogart Wealth, LLC Fidelity Covington Tr Msci Ene Transaction History
Bogart Wealth, LLC
- $2.1 Billion
- Q3 2024
Shares
4 transactions
Others Institutions Holding FENY
# of Institutions
216Shares Held
16.6MCall Options Held
24.4KPut Options Held
1.1K-
Lido Advisors, LLC Los Angeles, CA1.62MShares$43.4 Million0.19% of portfolio
-
Commonwealth Equity Services, LLC1.33MShares$35.5 Million0.05% of portfolio
-
Envestnet Asset Management Inc1.06MShares$28.5 Million0.01% of portfolio
-
High Tower Advisors, LLC Chicago, IL883KShares$23.7 Million0.03% of portfolio
-
Northwestern Mutual Wealth Management CO749KShares$20.1 Million0.02% of portfolio