Adams Wealth Management Fidelity Covington Tr Msci Hea Transaction History

Adams Wealth Management

$433 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2020 Feb 08, 2021	SELL	$51.24 - $57.75 $204 - $231	-4 Closed	0 $0
Q3 2020 Nov 12, 2020	BUY	$50.19 - $54.1 $200 - $216	4 New	4 $0

Others Institutions Holding FHLC

# of Institutions

338

Shares Held

14.7M

Call Options Held

0

Put Options Held

0

Lido Advisors, LLC Los Angeles, CA

1.74M
Shares

$117 Million
0.62% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

1.56M
Shares

$105 Million
0.02% of portfolio
Commonwealth Equity Services, LLC

520K
Shares

$35 Million
0.06% of portfolio
Agf Management LTD Toronto Ontario Canada, A6

508K
Shares

$34.2 Million
0.2% of portfolio
Morgan Stanley New York, NY

417K
Shares

$28 Million
0.0% of portfolio

About FIDELITY COVINGTON TR MSCI HEA

Ticker FHLC
Sector ETFs
Industry ETFs

More about FHLC

Track This Portfolio

Portfolio Update

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

News

Stay updated on Adams Wealth Management with notifications on news.