Calton & Associates, Inc. Fidelity Covington Tr Msci Hea Transaction History

Calton & Associates, Inc.

$211 Million
Q4 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2018 Apr 17, 2018	SELL	$39.07 - $44.26 $8,790 - $9,958	-225 Closed	0 $0
Q4 2017 Feb 05, 2018	BUY	$38.93 - $40.54 $8,759 - $9,121	225	225 $9,000

Others Institutions Holding FHLC

# of Institutions

362

Shares Held

15.4M

Call Options Held

0

Put Options Held

0

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

About FIDELITY COVINGTON TR MSCI HEA

Ticker FHLC
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