Goal Vest Advisory LLC Fidelity Covington Tr Msci Hea Transaction History

Goal Vest Advisory LLC

$331 Million
Q3 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 Apr 03, 2023	BUY	$58.86 - $64.29 $353 - $385	6 New	6 $0
Q1 2022 May 03, 2022	SELL	$60.62 - $68.16 $0 - $0	0 Closed	0 $0
Q2 2021 Sep 01, 2021	BUY	$58.75 - $63.84 $0 - $0	0 New	0 $0

Others Institutions Holding FHLC

# of Institutions

337

Shares Held

14.7M

Call Options Held

0

Put Options Held

0

Lido Advisors, LLC Los Angeles, CA

1.74M
Shares

$119 Million
0.62% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

1.56M
Shares

$107 Million
0.02% of portfolio
Commonwealth Equity Services, LLC

520K
Shares

$35.6 Million
0.06% of portfolio
Agf Management LTD Toronto Ontario Canada, A6

508K
Shares

$34.8 Million
0.2% of portfolio
Morgan Stanley New York, NY

417K
Shares

$28.6 Million
0.0% of portfolio

About FIDELITY COVINGTON TR MSCI HEA

Ticker FHLC
Sector ETFs
Industry ETFs

More about FHLC

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Goal Vest Advisory LLC, based on Form 13F filings with the SEC.

News

Stay updated on Goal Vest Advisory LLC with notifications on news.