Ever Source Wealth Advisors, LLC Fidelity Covington Tr Msci Ene Transaction History

Ever Source Wealth Advisors, LLC

$1.95 Billion
Q2 2025

A detailed history of Ever Source Wealth Advisors, LLC transactions in Fidelity Covington Tr Msci Ene stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 379 shares of FENY stock, worth $9,096. This represents 0.0% of its overall portfolio holdings.

Number of Shares

379

Previous 376 0.8%

Holding current value

$9,096

Previous $9,000 11.11%

% of portfolio

0.0%

Previous 0.0%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 13, 2025	BUY	$20.83 - $25.75 $62 - $77	3 Added 0.8%	379 $8,000
Q1 2025 May 13, 2025	BUY	$23.24 - $26.16 $69 - $78	3 Added 0.8%	376 $9,000
Q3 2024 Nov 08, 2024	SELL	$23.09 - $25.75 $11,775 - $13,132	-510 Reduced 57.76%	373 $8,000
Q2 2024 Aug 13, 2024	BUY	$24.22 - $26.87 $12,352 - $13,703	510 Added 136.73%	883 $22,000
Q4 2023 Feb 09, 2024	BUY	$22.27 - $25.3 $66 - $75	3 Added 0.81%	373 $8,000
Q3 2023 Nov 03, 2023	BUY	$21.61 - $25.66 $7,995 - $9,494	370 New	370 $9,000
Q2 2022 Aug 01, 2022	SELL	$19.1 - $25.22 $4,526 - $5,977	-237 Closed	0 $0
Q4 2021 Feb 07, 2022	BUY	$14.49 - $16.32 $3,434 - $3,867	237 New	237 $4,000

Others Institutions Holding FENY

# of Institutions

227

Shares Held

17.7M

Call Options Held

34.1K

Put Options Held

View Full List

About FIDELITY COVINGTON TR MSCI ENE

Ticker FENY
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Ever Source Wealth Advisors, LLC Fidelity Covington Tr Msci Ene Transaction History