King Wealth Fidelity Covington Tr Msci Ene Transaction History

King Wealth

$600 Million
Q2 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2017 Feb 12, 2018	SELL	$18.45 - $20.17 $228,208 - $249,482	-12,369 Closed	0 $0
Q3 2017 Nov 13, 2017	SELL	$18.86 - $18.96 $29,044 - $29,198	-1,540 Reduced 11.07%	12,369 $234,000
Q2 2017 Aug 14, 2017	BUY	N/A	13,909	13,909 $250,000

Others Institutions Holding FENY

# of Institutions

212

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

$122 Million
0.02% of portfolio
Lido Advisors, LLC Los Angeles, CA

1.68M
Shares

$41.7 Million
0.24% of portfolio
Commonwealth Equity Services, LLC

1.33M
Shares

$32.8 Million
0.05% of portfolio
Envestnet Asset Management Inc

1.06M
Shares

$26.2 Million
0.01% of portfolio
High Tower Advisors, LLC Chicago, IL

879K
Shares

$21.7 Million
0.03% of portfolio

About FIDELITY COVINGTON TR MSCI ENE

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