Ep Wealth Advisors, LLC Fidelity Covington Tr Msci Hea Transaction History

Ep Wealth Advisors, LLC

  • $11.3 Billion
  • Q3 2024

A detailed history of Ep Wealth Advisors, LLC transactions in Fidelity Covington Tr Msci Hea stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 1,669 shares of FHLC stock, worth $114,259. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,669
Previous 1,643 1.58%
Holding current value
$114,259
Previous $112,000 8.04%
% of portfolio
0.0%
Previous 0.0%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024
BUY
$67.43 - $74.23 $1,753 - $1,929
26 Added 1.58%
1,669 $121,000
Q1 2024

May 14, 2024
SELL
$65.39 - $69.77 $13,470 - $14,372
-206 Reduced 11.14%
1,643 $114,000
Q4 2023

Feb 28, 2024
BUY
$57.52 - $64.73 $5,809 - $6,537
101 Added 5.78%
1,849 $119,000
Q3 2023

Nov 22, 2023
BUY
$60.58 - $64.65 $105,893 - $113,008
1,748 New
1,748 $105,000
Q4 2022

Jun 12, 2023
BUY
$57.8 - $66.02 $95,659 - $109,263
1,655 New
1,655 $105,000
Q1 2022

May 20, 2022
BUY
$60.62 - $68.16 $101,599 - $114,236
1,676 New
1,676 $110,000
Q1 2021

May 17, 2021
SELL
$56.27 - $61.08 $114,565 - $124,358
-2,036 Closed
0 $0
Q4 2020

Feb 18, 2021
BUY
$51.24 - $57.75 $104,324 - $117,579
2,036 New
2,036 $118,000

Others Institutions Holding FHLC

# of Institutions
337
Shares Held
14.7M
Call Options Held
0
Put Options Held
0
View Full List

About FIDELITY COVINGTON TR MSCI HEA

FHLC Quotes by TradingView
  • Ticker FHLC
  • Sector ETFs
  • Industry ETFs
More about FHLC
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