Ep Wealth Advisors, LLC Fidelity Covington Tr Msci Ene Transaction History

Ep Wealth Advisors, LLC

  • $9.28 Billion
  • Q2 2024

A detailed history of Ep Wealth Advisors, LLC transactions in Fidelity Covington Tr Msci Ene stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 29,983 shares of FENY stock, worth $737,881. This represents 0.01% of its overall portfolio holdings.

Number of Shares
29,983
Previous 30,107 0.41%
Holding current value
$737,881
Previous $778,000 3.34%
% of portfolio
0.01%
Previous 0.01%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 19, 2024
SELL
$24.22 - $26.87 $3,003 - $3,331
-124 Reduced 0.41%
29,983 $752,000
Q1 2024

May 14, 2024
SELL
$21.97 - $25.87 $12,698 - $14,952
-578 Reduced 1.88%
30,107 $778,000
Q4 2023

Feb 28, 2024
SELL
$22.27 - $25.3 $2,605 - $2,960
-117 Reduced 0.38%
30,685 $706,000
Q3 2023

Nov 22, 2023
SELL
$21.61 - $25.66 $145,629 - $172,922
-6,739 Reduced 17.95%
30,802 $767,000
Q2 2023

Aug 14, 2023
BUY
$20.79 - $23.58 $628,939 - $713,342
30,252 Added 415.04%
37,541 $831,000
Q1 2023

Jun 05, 2023
BUY
$20.67 - $25.3 $150,663 - $184,411
7,289 New
7,289 $163,000

Others Institutions Holding FENY

# of Institutions
217
Shares Held
21.4M
Call Options Held
34.5K
Put Options Held
3.3K
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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