Gerber Kawasaki Wealth & Investment Management Fidelity Covington Tr Msci Hea Transaction History

Gerber Kawasaki Wealth & Investment Management

$2.56 Billion
Q2 2025

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Feb 11, 2022	SELL	$62.83 - $68.98 $628 - $689	-10 Closed	0 $0
Q3 2021 Nov 15, 2021	BUY	$63.8 - $68.47 $638 - $684	10 New	10 $0

Others Institutions Holding FHLC

# of Institutions

375

Shares Held

15.3M

Call Options Held

Put Options Held

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

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About FIDELITY COVINGTON TR MSCI HEA

Ticker FHLC
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