Congress Wealth Management LLC Fidelity Covington Tr Msci Ene Transaction History

Congress Wealth Management LLC

$9.76 Billion
Q2 2025

A detailed history of Congress Wealth Management LLC transactions in Fidelity Covington Tr Msci Ene stock. As of the latest transaction made, Congress Wealth Management LLC holds 40,047 shares of FENY stock, worth $1.02 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

40,047

Previous 32,710 22.43%

Holding current value

$1.02 Million

Previous $835,000 12.46%

% of portfolio

0.01%

Previous 0.01%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 13, 2025	BUY	$20.83 - $25.75 $152,829 - $188,927	7,337 Added 22.43%	40,047 $939,000
Q1 2025 May 14, 2025	BUY	$23.24 - $26.16 $404,933 - $455,811	17,424 Added 113.99%	32,710 $835,000
Q4 2024 Feb 11, 2025	BUY	$23.14 - $26.91 $70,067 - $81,483	3,028 Added 24.7%	15,286 $364,000
Q3 2024 Nov 12, 2024	BUY	$23.09 - $25.75 $21,104 - $23,535	914 Added 8.06%	12,258 $295,000
Q2 2024 Aug 13, 2024	BUY	$24.22 - $26.87 $274,751 - $304,813	11,344 New	11,344 $284,000

Others Institutions Holding FENY

# of Institutions

244

Shares Held

17.9M

Call Options Held

45.3K

Put Options Held

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 Congress Wealth Management LLC , based on Form 13F filings with the SEC.

News

Stay updated on Congress Wealth Management LLC with notifications on news.

Account

Congress Wealth Management LLC Fidelity Covington Tr Msci Ene Transaction History