Summit Financial, LLC Fidelity Covington Tr Msci Ene Transaction History

Summit Financial, LLC

$2.54 Billion
Q3 2024

A detailed history of Summit Financial, LLC transactions in Fidelity Covington Tr Msci Ene stock. As of the latest transaction made, Summit Financial, LLC holds 13,964 shares of FENY stock, worth $342,397. This represents 0.01% of its overall portfolio holdings.

Number of Shares

13,964

Holding current value

$342,397

% of portfolio

0.01%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Nov 12, 2024	BUY	$23.09 - $25.75 $322,428 - $359,573	13,964 New	13,964 $336,000

Others Institutions Holding FENY

# of Institutions

230

Shares Held

16.8M

Call Options Held

24.4K

Put Options Held

1.1K

Lido Advisors, LLC Los Angeles, CA

1.62M
Shares

$39.7 Million
0.19% of portfolio
Commonwealth Equity Services, LLC

1.33M
Shares

$32.5 Million
0.05% of portfolio
Envestnet Asset Management Inc

1.06M
Shares

$26.1 Million
0.01% of portfolio
High Tower Advisors, LLC Chicago, IL

1M
Shares

$24.6 Million
0.03% of portfolio
Agf Management LTD Toronto Ontario Canada, A6

819K
Shares

$20.1 Million
0.1% of portfolio

View Full List

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 Summit Financial, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Summit Financial, LLC with notifications on news.

Account

Summit Financial, LLC Fidelity Covington Tr Msci Ene Transaction History