Exencial Wealth Advisors, LLC Fidelity Covington Tr Msci Ene Call Options Transaction History

Exencial Wealth Advisors, LLC

$2.72 Billion
Q3 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

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

Ticker FENY
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