Primoris Wealth Advisors, LLC Fidelity Covington Tr Msci Ene Transaction History

Primoris Wealth Advisors, LLC

  • $148 Million
  • Q3 2025

A detailed history of Primoris Wealth Advisors, LLC transactions in Fidelity Covington Tr Msci Ene stock. As of the latest transaction made, Primoris Wealth Advisors, LLC holds 9,250 shares of FENY stock, worth $235,227. This represents 0.15% of its overall portfolio holdings.

Number of Shares
9,250
Previous 10,500 11.9%
Holding current value
$235,227
Previous $246,000 7.32%
% of portfolio
0.15%
Previous 0.18%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 27, 2025
SELL
$23.27 - $25.46 $29,087 - $31,825
-1,250 Reduced 11.9%
9,250 $228,000
Q2 2025

Jul 29, 2025
BUY
$20.83 - $25.75 $218,714 - $270,375
10,500 New
10,500 $246,000
Q3 2024

Nov 01, 2024
BUY
$23.09 - $25.75 $2.91 Million - $3.25 Million
126,063 New
126,063 $3.04 Million
Q2 2022

Jul 29, 2022
SELL
$19.1 - $25.22 $238,463 - $314,871
-12,485 Closed
0 $0
Q1 2022

Apr 29, 2022
SELL
$15.67 - $21.63 $18,177 - $25,090
-1,160 Reduced 8.5%
12,485 $259,000
Q4 2021

Feb 08, 2022
BUY
$14.49 - $16.32 $197,716 - $222,686
13,645 New
13,645 $211,000

Others Institutions Holding FENY

# of Institutions
245
Shares Held
17.9M
Call Options Held
45.3K
Put Options Held
0
View Full List

About FIDELITY COVINGTON TR MSCI ENE

FENY Quotes by TradingView
  • Ticker FENY
  • Sector ETFs
  • Industry ETFs
More about FENY
Track This Portfolio

Track Primoris Wealth Advisors, LLC Portfolio

Follow Primoris Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Primoris Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Primoris Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email