True Wealth Advisors, LLC Fidelity Covington Tr Msci Ene Transaction History
True Wealth Advisors, LLC
- $249 Million
- Q2 2024
A detailed history of True Wealth Advisors, LLC transactions in Fidelity Covington Tr Msci Ene stock. As of the latest transaction made, True Wealth Advisors, LLC holds 11,886 shares of FENY stock, worth $301,072. This represents 0.12% of its overall portfolio holdings.
Number of Shares
11,886
Previous 13,921
14.62%
Holding current value
$301,072
Previous $360,000
17.22%
% of portfolio
0.12%
Previous 0.15%
Shares
9 transactions
Others Institutions Holding FENY
# of Institutions
217Shares Held
21.4MCall Options Held
34.5KPut Options Held
3.3K-
Charles Schwab Investment Management Inc San Francisco, CA4.94MShares$125 Million0.02% of portfolio
-
Lido Advisors, LLC Los Angeles, CA1.68MShares$42.7 Million0.24% of portfolio
-
Commonwealth Equity Services, LLC1.28MShares$32.5 Million0.05% of portfolio
-
Envestnet Asset Management Inc1.06MShares$26.8 Million0.01% of portfolio
-
High Tower Advisors, LLC Chicago, IL879KShares$22.3 Million0.03% of portfolio