Instrumental Wealth, LLC Fidelity Covington Tr Msci Ene Put Options Transaction History

Instrumental Wealth, LLC

$103 Billion
Q3 2024

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts 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
Sector ETFs
Industry ETFs

More about FENY

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Instrumental Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Instrumental Wealth, LLC with notifications on news.