Blue Chip Partners, Inc. Fidelity Covington Tr Msci Ene Transaction History

Blue Chip Partners, Inc.

$1.15 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2019 Apr 23, 2019	SELL	$15.81 - $18.41 $152,139 - $177,159	-9,623 Closed	0 $0
Q4 2018 Feb 05, 2019	BUY	$14.63 - $21.82 $140,784 - $209,973	9,623 New	9,623 $150,000

Others Institutions Holding FENY

# of Institutions

215

Shares Held

16.6M

Call Options Held

24.4K

Put Options Held

1.1K

Lido Advisors, LLC Los Angeles, CA

1.62M
Shares

$38.1 Million
0.19% of portfolio
Commonwealth Equity Services, LLC

1.33M
Shares

$31.1 Million
0.05% of portfolio
Envestnet Asset Management Inc

1.06M
Shares

$25 Million
0.01% of portfolio
High Tower Advisors, LLC Chicago, IL

883K
Shares

$20.7 Million
0.03% of portfolio
Northwestern Mutual Wealth Management CO

749K
Shares

$17.6 Million
0.02% of portfolio

About FIDELITY COVINGTON TR MSCI ENE

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