Global Wealth Management Investment Advisory, Inc. Fidelity Covington Tr Msci Ene Transaction History

Global Wealth Management Investment Advisory, Inc.

$490 Million
Q1 2025

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2021 Feb 15, 2022	SELL	$14.49 - $16.32 $24,343 - $27,417	-1,680 Closed	0 $0
Q3 2021 Nov 16, 2021	BUY	$12.42 - $15.03 $20,865 - $25,250	1,680 New	1,680 $24,000
Q3 2019 Nov 14, 2019	SELL	$14.82 - $17.35 $4,446 - $5,205	-300 Closed	0 $0
Q2 2019 Aug 20, 2019	BUY	$15.96 - $18.79 $4,756 - $5,599	298 Added 14900.0%	300 $5,000
Q1 2019 May 10, 2019	BUY	$15.81 - $18.41 $31 - $36	2 New	2 $0

Others Institutions Holding FENY

# of Institutions

241

Shares Held

16M

Call Options Held

27.8K

Put Options Held

100

Commonwealth Equity Services, LLC

1.52M
Shares

$34.8 Million
0.06% of portfolio
Lido Advisors, LLC Los Angeles, CA

1.5M
Shares

$34.2 Million
0.16% of portfolio
High Tower Advisors, LLC Chicago, IL

1.02M
Shares

$23.3 Million
0.04% of portfolio
Agf Management LTD Toronto Ontario Canada, A6

841K
Shares

$19.2 Million
0.12% of portfolio
Lpl Financial LLC Fort Mill, SC

789K
Shares

$18 Million
0.01% of portfolio

View Full List

About FIDELITY COVINGTON TR MSCI ENE

Ticker FENY
Sector ETFs
Industry ETFs

More about FENY

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Global Wealth Management Investment Advisory, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Global Wealth Management Investment Advisory, Inc. with notifications on news.

Account