True Private Wealth Advisors Fidelity Covington Tr Msci Ene Transaction History

True Private Wealth Advisors

$799 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2018 Jan 14, 2019	SELL	$14.63 - $21.82 $2,048 - $3,054	-140 Closed	0 $0
Q3 2018 Oct 18, 2018	BUY	$20.06 - $21.68 $2,808 - $3,035	140 New	140 $0

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

$43.4 Million
0.19% of portfolio
Commonwealth Equity Services, LLC

1.33M
Shares

$35.5 Million
0.05% of portfolio
Envestnet Asset Management Inc

1.06M
Shares

$28.5 Million
0.01% of portfolio
High Tower Advisors, LLC Chicago, IL

883K
Shares

$23.7 Million
0.03% of portfolio
Northwestern Mutual Wealth Management CO

749K
Shares

$20.1 Million
0.02% of portfolio

About FIDELITY COVINGTON TR MSCI ENE

Ticker FENY
Sector ETFs
Industry ETFs

More about FENY

Track This Portfolio

Portfolio Update

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

News

Stay updated on True Private Wealth Advisors with notifications on news.