Heartwood Wealth Advisors LLC Fidelity Covington Tr Msci Ene Transaction History

Heartwood Wealth Advisors LLC

  • $894 Million
  • Q3 2024

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 10,723 shares of FENY stock, worth $258,745. This represents 0.03% of its overall portfolio holdings.

Number of Shares
10,723
Previous 10,723 -0.0%
Holding current value
$258,745
Previous $269,000 4.09%
% of portfolio
0.03%
Previous 0.03%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
214
Shares Held
21.3M
Call Options Held
34.5K
Put Options Held
3.3K
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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