Wealth Dimensions Group, Ltd. Fidelity Covington Tr Msci Ene Transaction History

Wealth Dimensions Group, Ltd.

$418 Million
Q1 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 09, 2024	BUY	$21.97 - $25.87 $197,993 - $233,140	9,012 New	9,012 $233,000

Others Institutions Holding FENY

# of Institutions

241

Shares Held

16M

Call Options Held

27.8K

Put Options Held

100

Commonwealth Equity Services, LLC

1.52M
Shares

$34.3 Million
0.06% of portfolio
Lido Advisors, LLC Los Angeles, CA

1.5M
Shares

$33.7 Million
0.16% of portfolio
High Tower Advisors, LLC Chicago, IL

1.02M
Shares

$23 Million
0.04% of portfolio
Agf Management LTD Toronto Ontario Canada, A6

841K
Shares

$18.9 Million
0.12% of portfolio
Lpl Financial LLC Fort Mill, SC

789K
Shares

$17.8 Million
0.01% of portfolio

About FIDELITY COVINGTON TR MSCI ENE

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