Congress Wealth Management LLC Fidelity Covington Tr Msci Ene Transaction History

Congress Wealth Management LLC

  • $9.76 Billion
  • Q2 2025

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 40,047 shares of FENY stock, worth $946,711. This represents 0.01% of its overall portfolio holdings.

Number of Shares
40,047
Previous 32,710 22.43%
Holding current value
$946,711
Previous $835,000 12.46%
% of portfolio
0.01%
Previous 0.01%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 13, 2025
BUY
$20.83 - $25.75 $152,829 - $188,927
7,337 Added 22.43%
40,047 $939,000
Q1 2025

May 14, 2025
BUY
$23.24 - $26.16 $404,933 - $455,811
17,424 Added 113.99%
32,710 $835,000
Q4 2024

Feb 11, 2025
BUY
$23.14 - $26.91 $70,067 - $81,483
3,028 Added 24.7%
15,286 $364,000
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
236
Shares Held
17.7M
Call Options Held
27.8K
Put Options Held
100
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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