Planning Directions Inc Fidelity Covington Tr Msci Ene Transaction History

Planning Directions Inc

$164 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2020 Jul 21, 2020	SELL	$7.2 - $12.31 $337,550 - $577,117	-46,882 Closed	0 $0
Q1 2020 May 05, 2020	BUY	$6.2 - $16.27 $290,668 - $762,770	46,882 New	46,882 $353,000

Others Institutions Holding FENY

# of Institutions

215

Shares Held

16.6M

Call Options Held

24.4K

Put Options Held

1.1K

Lido Advisors, LLC Los Angeles, CA

1.62M
Shares

$38.1 Million
0.19% of portfolio
Commonwealth Equity Services, LLC

1.33M
Shares

$31.2 Million
0.05% of portfolio
Envestnet Asset Management Inc

1.06M
Shares

$25 Million
0.01% of portfolio
High Tower Advisors, LLC Chicago, IL

883K
Shares

$20.8 Million
0.03% of portfolio
Northwestern Mutual Wealth Management CO

749K
Shares

$17.6 Million
0.02% of portfolio

About FIDELITY COVINGTON TR MSCI ENE

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