Congress Wealth Management LLC Fidelity Covington Tr Msci Hea Transaction History
Congress Wealth Management LLC
- $6.12 Billion
- Q2 2024
A detailed history of Congress Wealth Management LLC transactions in Fidelity Covington Tr Msci Hea stock. As of the latest transaction made, Congress Wealth Management LLC holds 11,919 shares of FHLC stock, worth $879,026. This represents 0.01% of its overall portfolio holdings.
Number of Shares
11,919
Previous 7,051
69.04%
Holding current value
$879,026
Previous $491,000
66.4%
% of portfolio
0.01%
Previous 0.01%
Shares
11 transactions
Others Institutions Holding FHLC
# of Institutions
339Shares Held
17.4MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA3.5MShares$258 Million0.05% of portfolio
-
Lido Advisors, LLC Los Angeles, CA1.94MShares$143 Million0.75% of portfolio
-
Harbour Investments, Inc. Madison, WI625KShares$46.1 Million1.52% of portfolio
-
Commonwealth Equity Services, LLC513KShares$37.8 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC499KShares$36.8 Million0.02% of portfolio