Charter Oak Capital Management, LLC Fidelity Covington Tr Msci Ene Transaction History
Charter Oak Capital Management, LLC
- $958 Million
- Q2 2024
A detailed history of Charter Oak Capital Management, LLC transactions in Fidelity Covington Tr Msci Ene stock. As of the latest transaction made, Charter Oak Capital Management, LLC holds 14,874 shares of FENY stock, worth $367,834. This represents 0.04% of its overall portfolio holdings.
Number of Shares
14,874
Previous 14,850
0.16%
Holding current value
$367,834
Previous $384,000
2.86%
% of portfolio
0.04%
Previous 0.04%
Shares
14 transactions
Others Institutions Holding FENY
# of Institutions
212Shares Held
21.3MCall Options Held
34.5KPut Options Held
3.3K-
Charles Schwab Investment Management Inc San Francisco, CA4.94MShares$122 Million0.02% of portfolio
-
Lido Advisors, LLC Los Angeles, CA1.68MShares$41.7 Million0.24% of portfolio
-
Commonwealth Equity Services, LLC1.33MShares$32.8 Million0.05% of portfolio
-
Envestnet Asset Management Inc1.06MShares$26.2 Million0.01% of portfolio
-
High Tower Advisors, LLC Chicago, IL879KShares$21.7 Million0.03% of portfolio