Wilbanks Smith & Thomas Asset Management LLC Fidelity Covington Tr Msci Ene Transaction History

Wilbanks Smith & Thomas Asset Management LLC

$3.54 Billion
Q1 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2018 Feb 08, 2019	SELL	$14.63 - $21.82 $25,266 - $37,683	-1,727 Closed	0 $0
Q3 2018 Nov 14, 2018	BUY	$20.06 - $21.68 $34,643 - $37,441	1,727 New	1,727 $37,000

Others Institutions Holding FENY

# of Institutions

229

Shares Held

17.5M

Call Options Held

34.1K

Put Options Held

Lido Advisors, LLC Los Angeles, CA

1.56M
Shares

$36.9 Million
0.14% of portfolio
Commonwealth Equity Services, LLC

1.42M
Shares

$33.6 Million
0.04% of portfolio
Envestnet Asset Management Inc

1.22M
Shares

$28.9 Million
0.01% of portfolio
Agf Management LTD Toronto Ontario Canada, A6

898K
Shares

$21.2 Million
0.1% of portfolio
Lpl Financial LLC Fort Mill, SC

774K
Shares

$18.3 Million
0.01% of portfolio

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About FIDELITY COVINGTON TR MSCI ENE

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