Panoramic Investment Advisors, LLC Fidelity Covington Tr Msci Hea Transaction History

Panoramic Investment Advisors, LLC

$163 Billion
Q2 2025

A detailed history of Panoramic Investment Advisors, LLC transactions in Fidelity Covington Tr Msci Hea stock. As of the latest transaction made, Panoramic Investment Advisors, LLC holds 3,314 shares of FHLC stock, worth $205,998. This represents 0.13% of its overall portfolio holdings.

Number of Shares

3,314

Previous 3,671 9.72%

Holding current value

$205,998

Previous $251 Million 15.51%

% of portfolio

0.13%

Previous 0.17%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 07, 2025	SELL	$61.03 - $67.59 $21,787 - $24,129	-357 Reduced 9.72%	3,314 $212 Million
Q1 2025 May 06, 2025	BUY	$65.44 - $70.64 $719 - $777	11 Added 0.3%	3,671 $251 Million
Q4 2024 Jan 24, 2025	BUY	$64.85 - $73.04 $778 - $876	12 Added 0.33%	3,660 $239 Million
Q3 2024 Oct 31, 2024	SELL	$67.43 - $74.23 $19,622 - $21,600	-291 Reduced 7.39%	3,648 $266 Million
Q1 2024 Apr 18, 2024	SELL	$65.39 - $69.77 $19,878 - $21,210	-304 Reduced 7.16%	3,939 $275 Million
Q4 2023 Jan 23, 2024	SELL	$57.52 - $64.73 $24,848 - $27,963	-432 Reduced 9.24%	4,243 $275 Million
Q3 2023 Nov 15, 2023	SELL	$60.58 - $64.65 $8,057 - $8,598	-133 Reduced 2.77%	4,675 $283 Million
Q4 2022 Mar 01, 2023	BUY	$57.8 - $66.02 $277,902 - $317,424	4,808 New	4,808 $308 Million

Others Institutions Holding FHLC

# of Institutions

367

Shares Held

15M

Call Options Held

Put Options Held

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About FIDELITY COVINGTON TR MSCI HEA

Ticker FHLC
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Panoramic Investment Advisors, LLC Fidelity Covington Tr Msci Hea Transaction History