Instrumental Wealth, LLC Fidelity Covington Tr Msci Ene Transaction History

Instrumental Wealth, LLC

  • $126 Billion
  • Q2 2025

A detailed history of Instrumental Wealth, LLC transactions in Fidelity Covington Tr Msci Ene stock. As of the latest transaction made, Instrumental Wealth, LLC holds 8,700 shares of FENY stock, worth $205,320. This represents 0.17% of its overall portfolio holdings.

Number of Shares
8,700
Holding current value
$205,320
% of portfolio
0.17%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 16, 2025
BUY
$20.83 - $25.75 $181,220 - $224,025
8,700 New
8,700 $209 Million
Q2 2024

Jul 26, 2024
BUY
$24.22 - $26.87 $195,431 - $216,814
8,069 New
8,069 $204 Million

Others Institutions Holding FENY

# of Institutions
244
Shares Held
16.1M
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
Track This Portfolio

Track Instrumental Wealth, LLC Portfolio

Follow Instrumental Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Instrumental Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Instrumental Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email