Congress Wealth Management LLC Fidelity Covington Tr Msci Hea Transaction History
Congress Wealth Management LLC
- $7.2 Billion
- Q3 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 15,314 shares of FHLC stock, worth $1.08 Million. This represents 0.02% of its overall portfolio holdings.
Number of Shares
15,314
Previous 11,919
28.48%
Holding current value
$1.08 Million
Previous $817,000
36.35%
% of portfolio
0.02%
Previous 0.01%
Shares
12 transactions
Others Institutions Holding FHLC
# of Institutions
339Shares Held
14.8MCall Options Held
0Put Options Held
0-
Lido Advisors, LLC Los Angeles, CA1.94MShares$136 Million0.75% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA1.56MShares$110 Million0.02% of portfolio
-
Commonwealth Equity Services, LLC520KShares$36.5 Million0.06% of portfolio
-
Agf Management LTD Toronto Ontario Canada, A6508KShares$35.7 Million0.2% of portfolio
-
Morgan Stanley New York, NY447KShares$31.4 Million0.0% of portfolio