Gps Wealth Strategies Group, LLC Fidelity Covington Tr Msci Hea Transaction History

Gps Wealth Strategies Group, LLC

$726 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 Apr 17, 2023	BUY	$58.86 - $64.29 $15,774 - $17,229	268 New	268 $16,000
Q1 2021 Apr 15, 2021	BUY	$56.27 - $61.08 $15,080 - $16,369	268 New	268 $15,000

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

$121 Million
0.62% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

1.56M
Shares

$109 Million
0.02% of portfolio
Commonwealth Equity Services, LLC

520K
Shares

$36.2 Million
0.06% of portfolio
Agf Management LTD Toronto Ontario Canada, A6

508K
Shares

$35.4 Million
0.2% of portfolio
Morgan Stanley New York, NY

417K
Shares

$29 Million
0.0% of portfolio

About FIDELITY COVINGTON TR MSCI HEA

Ticker FHLC
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