Lifeworks Advisors, LLC Fidelity Covington Tr Msci Ene Transaction History

Lifeworks Advisors, LLC

  • $539 Million
  • Q4 2024

A detailed history of Lifeworks Advisors, LLC transactions in Fidelity Covington Tr Msci Ene stock. As of the latest transaction made, Lifeworks Advisors, LLC holds 12,601 shares of FENY stock, worth $308,976. This represents 0.06% of its overall portfolio holdings.

Number of Shares
12,601
Previous 10,567 19.25%
Holding current value
$308,976
Previous $254,000 18.11%
% of portfolio
0.06%
Previous 0.05%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 07, 2025
BUY
$23.14 - $26.91 $47,066 - $54,734
2,034 Added 19.25%
12,601 $300,000
Q3 2024

Nov 06, 2024
BUY
$23.09 - $25.75 $243,992 - $272,100
10,567 New
10,567 $254,000
Q1 2024

May 10, 2024
BUY
$21.97 - $25.87 $35,679 - $42,012
1,624 Added 17.17%
11,084 $286,000
Q4 2023

Feb 12, 2024
BUY
$22.27 - $25.3 $210,674 - $239,338
9,460 New
9,460 $217,000

Others Institutions Holding FENY

# of Institutions
231
Shares Held
16.6M
Call Options Held
24.4K
Put Options Held
1.1K
View Full List

About FIDELITY COVINGTON TR MSCI ENE

FENY Quotes by TradingView
  • Ticker FENY
  • Sector ETFs
  • Industry ETFs
More about FENY
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