Mowery & Schoenfeld Wealth Management, LLC Fidelity Covington Tr Msci Ene Transaction History

Mowery & Schoenfeld Wealth Management, LLC

$63.3 Billion
Q3 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Aug 14, 2024	BUY	$24.22 - $26.87 $221,225 - $245,430	9,134 Added 200.04%	13,700 $344 Million
Q1 2024 May 14, 2024	BUY	$21.97 - $25.87 $100,315 - $118,122	4,566 New	4,566 $118 Million

Others Institutions Holding FENY

# of Institutions

216

Shares Held

16.6M

Call Options Held

24.4K

Put Options Held

1.1K

Lido Advisors, LLC Los Angeles, CA

1.62M
Shares

$43.6 Million
0.19% of portfolio
Commonwealth Equity Services, LLC

1.33M
Shares

$35.7 Million
0.05% of portfolio
Envestnet Asset Management Inc

1.06M
Shares

$28.6 Million
0.01% of portfolio
High Tower Advisors, LLC Chicago, IL

883K
Shares

$23.8 Million
0.03% of portfolio
Northwestern Mutual Wealth Management CO

749K
Shares

$20.2 Million
0.02% of portfolio

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About FIDELITY COVINGTON TR MSCI ENE

Ticker FENY
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