Congress Wealth Management LLC Fidelity Covington Tr Msci Ene Transaction History
Congress Wealth Management LLC
- $7.2 Billion
- Q3 2024
A detailed history of Congress Wealth Management LLC transactions in Fidelity Covington Tr Msci Ene stock. As of the latest transaction made, Congress Wealth Management LLC holds 12,258 shares of FENY stock, worth $329,862. This represents 0.0% of its overall portfolio holdings.
Number of Shares
12,258
Previous 11,344
8.06%
Holding current value
$329,862
Previous $284,000
3.87%
% of portfolio
0.0%
Previous 0.0%
Shares
2 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$43.6 Million0.19% of portfolio
-
Commonwealth Equity Services, LLC1.33MShares$35.7 Million0.05% of portfolio
-
Envestnet Asset Management Inc1.06MShares$28.6 Million0.01% of portfolio
-
High Tower Advisors, LLC Chicago, IL883KShares$23.8 Million0.03% of portfolio
-
Northwestern Mutual Wealth Management CO749KShares$20.2 Million0.02% of portfolio