Asset Planning,Inc Fidelity Covington Tr Msci Hea Transaction History

Asset Planning,Inc

$131 Billion
Q4 2024

A detailed history of Asset Planning,Inc transactions in Fidelity Covington Tr Msci Hea stock. As of the latest transaction made, Asset Planning,Inc holds 406 shares of FHLC stock, worth $26,767. This represents 0.02% of its overall portfolio holdings.

Number of Shares

406

Holding current value

$26,767

% of portfolio

0.02%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 30, 2025	BUY	$64.85 - $73.04 $26,329 - $29,654	406 New	406 $26.5 Million

Others Institutions Holding FHLC

# of Institutions

364

Shares Held

15.5M

Call Options Held

Put Options Held

Lido Advisors, LLC Los Angeles, CA

1.82M
Shares

$120 Million
0.55% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

1.63M
Shares

$108 Million
0.02% of portfolio
Agf Management LTD Toronto Ontario Canada, A6

597K
Shares

$39.4 Million
0.21% of portfolio
Demars Financial Group, LLC

567K
Shares

$37.4 Million
0.24% of portfolio
Commonwealth Equity Services, LLC

523K
Shares

$34.5 Million
0.05% of portfolio

View Full List

About FIDELITY COVINGTON TR MSCI HEA

Ticker FHLC
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