Evergreen Wealth Solutions, LLC Fidelity Covington Tr Msci Ene Transaction History

Evergreen Wealth Solutions, LLC

  • $143 Million
  • Q4 2024

A detailed history of Evergreen Wealth Solutions, LLC transactions in Fidelity Covington Tr Msci Ene stock. As of the latest transaction made, Evergreen Wealth Solutions, LLC holds 11,615 shares of FENY stock, worth $269,932. This represents 0.19% of its overall portfolio holdings.

Number of Shares
11,615
Previous 15,350 24.33%
Holding current value
$269,932
Previous $369,000 25.2%
% of portfolio
0.19%
Previous 0.25%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 14, 2025
SELL
$23.14 - $26.91 $86,427 - $100,508
-3,735 Reduced 24.33%
11,615 $276,000
Q3 2024

Nov 14, 2024
SELL
$23.09 - $25.75 $165,670 - $184,756
-7,175 Reduced 31.85%
15,350 $369,000
Q2 2024

Aug 14, 2024
BUY
$24.22 - $26.87 $11,504 - $12,763
475 Added 2.15%
22,525 $565,000
Q1 2024

May 15, 2024
BUY
$21.97 - $25.87 $484,438 - $570,433
22,050 New
22,050 $570,000

Others Institutions Holding FENY

# of Institutions
240
Shares Held
16.3M
Call Options Held
39.2K
Put Options Held
500
View Full List

About FIDELITY COVINGTON TR MSCI ENE

FENY Quotes by TradingView
  • Ticker FENY
  • Sector ETFs
  • Industry ETFs
More about FENY
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