Sheets Smith Wealth Management Fidelity Covington Tr Msci Ene Transaction History
Sheets Smith Wealth Management
- $856 Million
- Q3 2025
A detailed history of Sheets Smith Wealth Management transactions in Fidelity Covington Tr Msci Ene stock. As of the latest transaction made, Sheets Smith Wealth Management holds 40,118 shares of FENY stock, worth $962,832. This represents 0.12% of its overall portfolio holdings.
Number of Shares
40,118
Previous 40,994
2.14%
Holding current value
$962,832
Previous $961,000
3.12%
% of portfolio
0.12%
Previous 0.12%
Shares
16 transactions
Others Institutions Holding FENY
# of Institutions
228Shares Held
17.8MCall Options Held
34.1KPut Options Held
0-
Lido Advisors, LLC Los Angeles, CA1.56MShares$37.5 Million0.14% of portfolio
-
Commonwealth Equity Services, LLC1.42MShares$34.1 Million0.04% of portfolio
-
Envestnet Asset Management Inc1.22MShares$29.3 Million0.01% of portfolio
-
Agf Management LTD Toronto Ontario Canada, A6898KShares$21.6 Million0.1% of portfolio
-
Lpl Financial LLC Fort Mill, SC774KShares$18.6 Million0.01% of portfolio