Elm3 Financial Group, LLC Fidelity Covington Tr Msci Hea Transaction History

Elm3 Financial Group, LLC

$120 Billion
Q2 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 06, 2025	BUY	$65.44 - $70.64 $45,742 - $49,377	699 Added 19.11%	4,356 $298 Million
Q4 2024 Jan 27, 2025	BUY	$64.85 - $73.04 $237,156 - $267,107	3,657 New	3,657 $239 Million

Others Institutions Holding FHLC

# of Institutions

375

Shares Held

15.3M

Call Options Held

0

Put Options Held

0

Lido Advisors, LLC Los Angeles, CA

1.9M
Shares

$131 Million
0.47% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

1.77M
Shares

$123 Million
0.02% of portfolio
Agf Management LTD Toronto Ontario Canada, A6

756K
Shares

$52.4 Million
0.23% of portfolio
Lpl Financial LLC Fort Mill, SC

587K
Shares

$40.7 Million
0.01% of portfolio
Commonwealth Equity Services, LLC

492K
Shares

$34.1 Million
0.04% of portfolio

About FIDELITY COVINGTON TR MSCI HEA

Ticker FHLC
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