Colony Family Offices, LLC Fidelity Covington Tr Msci Ene Transaction History

Colony Family Offices, LLC

$296 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 09, 2023	BUY	$20.67 - $25.3 $1,033 - $1,265	50 New	50 $1,000
Q4 2020 Feb 08, 2021	BUY	$7.37 - $11.07 $368 - $553	50 New	50 $1,000

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

$42.8 Million
0.19% of portfolio
Commonwealth Equity Services, LLC

1.33M
Shares

$35 Million
0.05% of portfolio
Envestnet Asset Management Inc

1.06M
Shares

$28.1 Million
0.01% of portfolio
High Tower Advisors, LLC Chicago, IL

883K
Shares

$23.3 Million
0.03% of portfolio
Northwestern Mutual Wealth Management CO

749K
Shares

$19.8 Million
0.02% of portfolio

About FIDELITY COVINGTON TR MSCI ENE

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