Fiduciary Trust CO Fidelity Covington Tr Msci Hea Transaction History

Fiduciary Trust CO

$7.39 Billion
Q1 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Nov 14, 2024	BUY	$67.43 - $74.23 $292,106 - $321,564	4,332 New	4,332 $315,000

Others Institutions Holding FHLC

# of Institutions

381

Shares Held

16M

Call Options Held

0

Put Options Held

0

Lido Advisors, LLC Los Angeles, CA

1.83M
Shares

$118 Million
0.52% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

1.68M
Shares

$109 Million
0.02% of portfolio
Agf Management LTD Toronto Ontario Canada, A6

588K
Shares

$38.1 Million
0.23% of portfolio
Lpl Financial LLC Fort Mill, SC

567K
Shares

$36.7 Million
0.02% of portfolio
Demars Financial Group, LLC

567K
Shares

$36.7 Million
0.24% of portfolio

About FIDELITY COVINGTON TR MSCI HEA

Ticker FHLC
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