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

Primoris Wealth Advisors, LLC

  • $139 Million
  • Q3 2024

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 126,063 shares of FENY stock, worth $3.39 Million. This represents 2.19% of its overall portfolio holdings.

Number of Shares
126,063
Holding current value
$3.39 Million
% of portfolio
2.19%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
216
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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