Exencial Wealth Advisors, LLC Fidelity Covington Tr Msci Ene Transaction History
Exencial Wealth Advisors, LLC
- $2.66 Billion
- Q4 2024
A detailed history of Exencial Wealth Advisors, LLC transactions in Fidelity Covington Tr Msci Ene stock. As of the latest transaction made, Exencial Wealth Advisors, LLC holds 11,765 shares of FENY stock, worth $292,713. This represents 0.01% of its overall portfolio holdings.
Number of Shares
11,765
Previous 11,765
-0.0%
Holding current value
$292,713
Previous $283,000
1.06%
% of portfolio
0.01%
Previous 0.01%
Shares
4 transactions
Others Institutions Holding FENY
# of Institutions
239Shares Held
16.3MCall Options Held
41.2KPut Options Held
1.1K-
Lido Advisors, LLC Los Angeles, CA1.66MShares$41.3 Million0.18% of portfolio
-
Commonwealth Equity Services, LLC1.53MShares$38.1 Million0.05% of portfolio
-
High Tower Advisors, LLC Chicago, IL1MShares$25 Million0.03% of portfolio
-
Agf Management LTD Toronto Ontario Canada, A6819KShares$20.4 Million0.1% of portfolio
-
Northwestern Mutual Wealth Management CO741KShares$18.4 Million0.01% of portfolio