Clear Perspectives Financial Planning, LLC Fidelity Covington Tr Msci Hea Transaction History
Clear Perspectives Financial Planning, LLC
- $178 Million
- Q1 2023
A detailed history of Clear Perspectives Financial Planning, LLC transactions in Fidelity Covington Tr Msci Hea stock. As of the latest transaction made, Clear Perspectives Financial Planning, LLC holds 600 shares of FHLC stock, worth $39,846. This represents 0.02% of its overall portfolio holdings.
Number of Shares
600
Previous 1,200
50.0%
Holding current value
$39,846
Previous $76,000
52.63%
% of portfolio
0.02%
Previous 0.04%
Shares
2 transactions
Others Institutions Holding FHLC
# of Institutions
337Shares Held
14.7MCall Options Held
0Put Options Held
0-
Lido Advisors, LLC Los Angeles, CA1.74MShares$115 Million0.62% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA1.56MShares$104 Million0.02% of portfolio
-
Commonwealth Equity Services, LLC520KShares$34.5 Million0.06% of portfolio
-
Agf Management LTD Toronto Ontario Canada, A6508KShares$33.7 Million0.2% of portfolio
-
Morgan Stanley New York, NY417KShares$27.7 Million0.0% of portfolio