Wealth Enhancement Advisory Services, LLC Fidelity Covington Tr Msci Ene Transaction History

Wealth Enhancement Advisory Services, LLC

$49 Billion
Q1 2025

A detailed history of Wealth Enhancement Advisory Services, LLC transactions in Fidelity Covington Tr Msci Ene stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 19,713 shares of FENY stock, worth $444,528. This represents 0.0% of its overall portfolio holdings.

Number of Shares

19,713

Previous 14,806 33.14%

Holding current value

$444,528

Previous $352,000 42.9%

% of portfolio

0.0%

Previous 0.0%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 16, 2025	BUY	$23.24 - $26.16 $114,038 - $128,367	4,907 Added 33.14%	19,713 $503,000
Q4 2024 Mar 17, 2025	SELL	$23.14 - $26.91 $9,209 - $10,710	-398 Reduced 2.62%	14,806 $352,000
Q3 2024 Oct 23, 2024	SELL	$23.09 - $25.75 $50,082 - $55,851	-2,169 Reduced 12.48%	15,204 $366,000
Q2 2024 Jul 16, 2024	BUY	$24.22 - $26.87 $120,470 - $133,651	4,974 Added 40.12%	17,373 $435,000
Q1 2024 Apr 15, 2024	SELL	$21.97 - $25.87 $17,971 - $21,161	-818 Reduced 6.19%	12,399 $320,000
Q4 2023 Jan 30, 2024	SELL	$22.27 - $25.3 $8,173 - $9,285	-367 Reduced 2.7%	13,217 $304,000
Q3 2023 Nov 13, 2023	BUY	$21.61 - $25.66 $293,550 - $348,565	13,584 New	13,584 $338,000

Others Institutions Holding FENY

# of Institutions

241

Shares Held

16M

Call Options Held

27.8K

Put Options Held

100

View Full List

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 Wealth Enhancement Advisory Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Enhancement Advisory Services, LLC with notifications on news.

Account

Wealth Enhancement Advisory Services, LLC Fidelity Covington Tr Msci Ene Transaction History