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

Global Wealth Management Investment Advisory, Inc.

$462 Million
Q3 2024

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

216

Shares Held

16.6M

Call Options Held

24.4K

Put Options Held

1.1K

Lido Advisors, LLC Los Angeles, CA

1.62M
Shares

$42.6 Million
0.19% of portfolio
Commonwealth Equity Services, LLC

1.33M
Shares

$34.9 Million
0.05% of portfolio
Envestnet Asset Management Inc

1.06M
Shares

$28 Million
0.01% of portfolio
High Tower Advisors, LLC Chicago, IL

883K
Shares

$23.2 Million
0.03% of portfolio
Northwestern Mutual Wealth Management CO

749K
Shares

$19.7 Million
0.02% 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