Beacon Capital Management, LLC Fidelity Covington Tr Msci Hea Transaction History

Beacon Capital Management, LLC

$630 Million
Q2 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 Apr 21, 2025	BUY	$65.44 - $70.64 $327 - $353	5 New	5 $0
Q2 2023 Jul 12, 2023	BUY	$60.33 - $64.26 $24,132 - $25,704	400 New	400 $25,000

Others Institutions Holding FHLC

# of Institutions

369

Shares Held

15M

Call Options Held

0

Put Options Held

0

Lido Advisors, LLC Los Angeles, CA

1.9M
Shares

$121 Million
0.47% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

1.77M
Shares

$113 Million
0.02% of portfolio
Agf Management LTD Toronto Ontario Canada, A6

756K
Shares

$48.3 Million
0.23% of portfolio
Lpl Financial LLC Fort Mill, SC

587K
Shares

$37.5 Million
0.01% of portfolio
Commonwealth Equity Services, LLC

492K
Shares

$31.4 Million
0.04% of portfolio

About FIDELITY COVINGTON TR MSCI HEA

Ticker FHLC
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