Evergreen Wealth Solutions, LLC Fidelity Covington Tr Msci Ene Transaction History

Evergreen Wealth Solutions, LLC

  • $147 Million
  • Q3 2024

A detailed history of Evergreen Wealth Solutions, LLC transactions in Fidelity Covington Tr Msci Ene stock. As of the latest transaction made, Evergreen Wealth Solutions, LLC holds 15,350 shares of FENY stock, worth $403,858. This represents 0.25% of its overall portfolio holdings.

Number of Shares
15,350
Previous 22,525 31.85%
Holding current value
$403,858
Previous $565,000 34.69%
% of portfolio
0.25%
Previous 0.4%

Shares

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

Nov 14, 2024
SELL
$23.09 - $25.75 $165,670 - $184,756
-7,175 Reduced 31.85%
15,350 $369,000
Q2 2024

Aug 14, 2024
BUY
$24.22 - $26.87 $11,504 - $12,763
475 Added 2.15%
22,525 $565,000
Q1 2024

May 15, 2024
BUY
$21.97 - $25.87 $484,438 - $570,433
22,050 New
22,050 $570,000

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
Track This Portfolio

Track Evergreen Wealth Solutions, LLC Portfolio

Follow Evergreen Wealth Solutions, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Evergreen Wealth Solutions, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Evergreen Wealth Solutions, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email