Yoder Wealth Management, Inc. Fidelity Covington Tr Msci Ene Transaction History

Yoder Wealth Management, Inc.

$167 Billion
Q3 2024

A detailed history of Yoder Wealth Management, Inc. transactions in Fidelity Covington Tr Msci Ene stock. As of the latest transaction made, Yoder Wealth Management, Inc. holds 95,871 shares of FENY stock, worth $2.25 Million. This represents 1.39% of its overall portfolio holdings.

Number of Shares

95,871

Previous 91,357 4.94%

Holding current value

$2.25 Million

Previous $2.29 Billion 0.72%

% of portfolio

1.39%

Previous 1.48%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 23, 2024	BUY	$23.09 - $25.75 $104,228 - $116,235	4,514 Added 4.94%	95,871 $2.31 Billion
Q2 2024 Jul 23, 2024	BUY	$24.22 - $26.87 $120,058 - $133,194	4,957 Added 5.74%	91,357 $2.29 Billion
Q1 2024 Apr 19, 2024	BUY	$21.97 - $25.87 $288,400 - $339,595	13,127 Added 17.92%	86,400 $2.24 Billion
Q4 2023 Feb 02, 2024	BUY	$22.27 - $25.3 $57,590 - $65,425	2,586 Added 3.66%	73,273 $1.69 Billion
Q3 2023 Oct 18, 2023	SELL	$21.61 - $25.66 $108 - $128	-5 Reduced 0.01%	70,687 $1.76 Billion
Q2 2023 Aug 04, 2023	BUY	$20.79 - $23.58 $9,168 - $10,398	441 Added 0.63%	70,692 $1.57 Billion
Q1 2023 May 15, 2023	BUY	$20.67 - $25.3 $1.45 Million - $1.78 Million	70,251 New	70,251 $1.58 Billion

Others Institutions Holding FENY

# of Institutions

215

Shares Held

16.6M

Call Options Held

24.4K

Put Options Held

1.1K

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 Yoder Wealth Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Yoder Wealth Management, Inc. with notifications on news.

Account

Yoder Wealth Management, Inc. Fidelity Covington Tr Msci Ene Transaction History