A detailed history of Partnership Wealth Management, LLC transactions in Fidelity Covington Tr Msci Hea stock. As of the latest transaction made, Partnership Wealth Management, LLC holds 3,400 shares of FHLC stock, worth $238,918. This represents 0.17% of its overall portfolio holdings.

Number of Shares
3,400
Previous 3,506 3.02%
Holding current value
$238,918
Previous $240 Million 2.92%
% of portfolio
0.17%
Previous 0.18%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 08, 2024

SELL
$67.43 - $74.23 $7,147 - $7,868
-106 Reduced 3.02%
3,400 $248 Million
Q2 2024

Jul 03, 2024

BUY
$65.13 - $69.24 $148,756 - $158,144
2,284 Added 186.91%
3,506 $240 Million
Q4 2023

Feb 07, 2024

BUY
$57.52 - $64.73 $70,289 - $79,100
1,222 New
1,222 $80.9 Million

Others Institutions Holding FHLC

About FIDELITY COVINGTON TR MSCI HEA


  • Ticker FHLC
  • Sector ETFs
  • Industry ETFs
More about FHLC
Track This Portfolio

Track Partnership Wealth Management, LLC Portfolio

Follow Partnership Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Partnership Wealth Management, LLC with notifications on news.