Fee Only Financial Planning, L.C. Fidelity Covington Tr Msci Ene Transaction History
Fee Only Financial Planning, L.C.
- $149 Billion
- Q2 2024
A detailed history of Fee Only Financial Planning, L.C. transactions in Fidelity Covington Tr Msci Ene stock. As of the latest transaction made, Fee Only Financial Planning, L.C. holds 12,815 shares of FENY stock, worth $324,603. This represents 0.22% of its overall portfolio holdings.
Number of Shares
12,815
Previous 12,815
-0.0%
Holding current value
$324,603
Previous $332 Million
3.02%
% of portfolio
0.22%
Previous 0.22%
Shares
2 transactions
Others Institutions Holding FENY
# of Institutions
216Shares Held
21.4MCall Options Held
34.5KPut Options Held
3.3K-
Charles Schwab Investment Management Inc San Francisco, CA4.94MShares$125 Million0.02% of portfolio
-
Lido Advisors, LLC Los Angeles, CA1.68MShares$42.7 Million0.24% of portfolio
-
Commonwealth Equity Services, LLC1.28MShares$32.5 Million0.05% of portfolio
-
Envestnet Asset Management Inc1.06MShares$26.8 Million0.01% of portfolio
-
High Tower Advisors, LLC Chicago, IL879KShares$22.3 Million0.03% of portfolio