Engrave Wealth Partners LLC Fidelity Covington Tr Msci Ene Transaction History

Engrave Wealth Partners LLC

$350 Million
Q4 2023

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2020 Apr 20, 2020	SELL	$6.2 - $16.27 $1,240 - $3,254	-200 Closed	0 $0
Q4 2019 Mar 12, 2020	BUY	$14.83 - $16.32 $2,966 - $3,264	200 New	200 $3,000

Others Institutions Holding FENY

# of Institutions

240

Shares Held

16.4M

Call Options Held

39.2K

Put Options Held

500

Lido Advisors, LLC Los Angeles, CA

1.66M
Shares

$42.2 Million
0.18% of portfolio
Commonwealth Equity Services, LLC

1.53M
Shares

$38.9 Million
0.05% of portfolio
High Tower Advisors, LLC Chicago, IL

1M
Shares

$25.5 Million
0.03% of portfolio
Agf Management LTD Toronto Ontario Canada, A6

819K
Shares

$20.8 Million
0.1% of portfolio
Northwestern Mutual Wealth Management CO

741K
Shares

$18.8 Million
0.01% of portfolio

About FIDELITY COVINGTON TR MSCI ENE

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