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 $328,514. This represents 0.0% of its overall portfolio holdings.

Number of Shares
12,258
Previous 11,344 8.06%
Holding current value
$328,514
Previous $284,000 3.87%
% of portfolio
0.0%
Previous 0.0%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
BUY
$23.09 - $25.75 $21,104 - $23,535
914 Added 8.06%
12,258 $295,000
Q2 2024

Aug 13, 2024
BUY
$24.22 - $26.87 $274,751 - $304,813
11,344 New
11,344 $284,000

Others Institutions Holding FENY

# of Institutions
216
Shares Held
16.6M
Call Options Held
24.4K
Put Options Held
1.1K
View Full List

About FIDELITY COVINGTON TR MSCI ENE

FENY Quotes by TradingView
  • Ticker FENY
  • Sector ETFs
  • Industry ETFs
More about FENY
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