Investmark Advisory Group LLC Fidelity Covington Tr Msci Ene Transaction History
Investmark Advisory Group LLC
- $202 Million
- Q3 2024
A detailed history of Investmark Advisory Group LLC transactions in Fidelity Covington Tr Msci Ene stock. As of the latest transaction made, Investmark Advisory Group LLC holds 9,845 shares of FENY stock, worth $237,855. This represents 0.12% of its overall portfolio holdings.
Number of Shares
9,845
Previous 8,887
10.78%
Holding current value
$237,855
Previous $222,000
6.76%
% of portfolio
0.12%
Previous 0.12%
Shares
4 transactions
Others Institutions Holding FENY
# of Institutions
215Shares Held
16.6MCall Options Held
24.4KPut Options Held
1.1K-
Lido Advisors, LLC Los Angeles, CA1.62MShares$39.2 Million0.19% of portfolio
-
Commonwealth Equity Services, LLC1.33MShares$32 Million0.05% of portfolio
-
Envestnet Asset Management Inc1.06MShares$25.7 Million0.01% of portfolio
-
High Tower Advisors, LLC Chicago, IL883KShares$21.3 Million0.03% of portfolio
-
Northwestern Mutual Wealth Management CO749KShares$18.1 Million0.02% of portfolio