Instrumental Wealth, LLC Fidelity Covington Tr Msci Ene Transaction History

Instrumental Wealth, LLC

$103 Billion
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Jul 26, 2024	BUY	$24.22 - $26.87 $195,431 - $216,814	8,069 New	8,069 $204 Million

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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