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

Heartwood Wealth Advisors LLC

$910 Million
Q2 2025

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding FENY

# of Institutions

233

Shares Held

17.6M

Call Options Held

27.8K

Put Options Held

100

Lido Advisors, LLC Los Angeles, CA

1.56M
Shares

$36.9 Million
0.14% of portfolio
Commonwealth Equity Services, LLC

1.42M
Shares

$33.6 Million
0.04% of portfolio
Envestnet Asset Management Inc

1.22M
Shares

$28.9 Million
0.01% of portfolio
Agf Management LTD Toronto Ontario Canada, A6

898K
Shares

$21.2 Million
0.1% of portfolio
Lpl Financial LLC Fort Mill, SC

774K
Shares

$18.3 Million
0.01% of portfolio

About FIDELITY COVINGTON TR MSCI ENE

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