Heartwood Wealth Advisors LLC Fidelity Covington Tr Msci Ene Put Options Transaction History

Heartwood Wealth Advisors LLC

$894 Million
Q3 2024

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding FENY

# of Institutions

214

Shares Held

21.3M

Call Options Held

34.5K

Put Options Held

3.3K

Charles Schwab Investment Management Inc San Francisco, CA

4.94M
Shares

$119 Million
0.02% of portfolio
Lido Advisors, LLC Los Angeles, CA

1.68M
Shares

$40.7 Million
0.24% of portfolio
Commonwealth Equity Services, LLC

1.33M
Shares

$32 Million
0.05% of portfolio
Envestnet Asset Management Inc

1.06M
Shares

$25.6 Million
0.01% of portfolio
High Tower Advisors, LLC Chicago, IL

879K
Shares

$21.2 Million
0.03% of portfolio

About FIDELITY COVINGTON TR MSCI ENE

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