Elk River Wealth Management, LLC Fidelity Covington Tr Msci Hea Transaction History

Elk River Wealth Management, LLC

$569 Million
Q2 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Jan 18, 2024	BUY	$57.52 - $64.73 $900,648 - $1.01 Million	15,658 New	15,658 $1.01 Million

Others Institutions Holding FHLC

# of Institutions

367

Shares Held

15M

Call Options Held

0

Put Options Held

0

Lido Advisors, LLC Los Angeles, CA

1.83M
Shares

$114 Million
0.52% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

1.77M
Shares

$110 Million
0.02% of portfolio
Agf Management LTD Toronto Ontario Canada, A6

756K
Shares

$47 Million
0.23% of portfolio
Lpl Financial LLC Fort Mill, SC

587K
Shares

$36.5 Million
0.01% of portfolio
Commonwealth Equity Services, LLC

492K
Shares

$30.6 Million
0.04% of portfolio

About FIDELITY COVINGTON TR MSCI HEA

Ticker FHLC
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