Heartwood Wealth Advisors LLC Fidelity Covington Tr Msci Ene Transaction History

Heartwood Wealth Advisors LLC

  • $910 Million
  • Q2 2025

A detailed history of Heartwood Wealth Advisors LLC transactions in Fidelity Covington Tr Msci Ene stock. As of the latest transaction made, Heartwood Wealth Advisors LLC holds 9,409 shares of FENY stock, worth $221,864. This represents 0.02% of its overall portfolio holdings.

Number of Shares
9,409
Previous 9,409 -0.0%
Holding current value
$221,864
Previous $240,000 8.33%
% of portfolio
0.02%
Previous 0.03%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 21, 2025
SELL
$23.24 - $26.16 $30,537 - $34,374
-1,314 Reduced 12.25%
9,409 $240,000
Q1 2024

Apr 02, 2024
BUY
$21.97 - $25.87 $10,875 - $12,805
495 Added 4.84%
10,723 $277,000
Q4 2022

Jan 12, 2023
SELL
$20.98 - $25.83 $45,379 - $55,870
-2,163 Reduced 17.46%
10,228 $0
Q1 2022

Apr 26, 2022
BUY
$15.67 - $21.63 $141 - $194
9 Added 0.07%
12,391 $259,000
Q1 2021

Apr 19, 2021
BUY
$10.19 - $14.52 $126,172 - $179,786
12,382 New
12,382 $164,000

Others Institutions Holding FENY

# of Institutions
241
Shares Held
16M
Call Options Held
27.8K
Put Options Held
100
View Full List

About FIDELITY COVINGTON TR MSCI ENE

FENY Quotes by TradingView
  • Ticker FENY
  • Sector ETFs
  • Industry ETFs
More about FENY
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