Exencial Wealth Advisors, LLC Fidelity Covington Tr Msci Ene Transaction History
Exencial Wealth Advisors, LLC
- $2.62 Billion
- Q2 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 $290,948. This represents 0.01% of its overall portfolio holdings.
Number of Shares
11,765
Previous 11,765
-0.0%
Holding current value
$290,948
Previous $304,000
2.96%
% of portfolio
0.01%
Previous 0.01%
Shares
4 transactions
Others Institutions Holding FENY
# of Institutions
212Shares Held
21.3MCall Options Held
34.5KPut Options Held
3.3K-
Charles Schwab Investment Management Inc San Francisco, CA4.94MShares$122 Million0.02% of portfolio
-
Lido Advisors, LLC Los Angeles, CA1.68MShares$41.7 Million0.24% of portfolio
-
Commonwealth Equity Services, LLC1.33MShares$32.8 Million0.05% of portfolio
-
Envestnet Asset Management Inc1.06MShares$26.2 Million0.01% of portfolio
-
High Tower Advisors, LLC Chicago, IL879KShares$21.7 Million0.03% of portfolio