A detailed history of Heritage Wealth Management, Inc./Texas transactions in Fidelity Covington Tr Msci Hea stock. As of the latest transaction made, Heritage Wealth Management, Inc./Texas holds 4,471 shares of FHLC stock, worth $317,306. This represents 0.2% of its overall portfolio holdings.

Number of Shares
4,471
Previous 4,470 0.02%
Holding current value
$317,306
Previous $289 Million 7.89%
% of portfolio
0.2%
Previous 0.2%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 25, 2024

BUY
$65.39 - $69.77 $65 - $69
1 Added 0.02%
4,471 $312 Million
Q4 2023

Jan 24, 2024

BUY
$57.52 - $64.73 $257,114 - $289,343
4,470 New
4,470 $289 Million

Others Institutions Holding FHLC

About FIDELITY COVINGTON TR MSCI HEA


  • Ticker FHLC
  • Sector ETFs
  • Industry ETFs
More about FHLC
Track This Portfolio

Track Heritage Wealth Management, Inc./Texas Portfolio

Follow Heritage Wealth Management, Inc./Texas and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Heritage Wealth Management, Inc./Texas, based on Form 13F filings with the SEC.

News

Stay updated on Heritage Wealth Management, Inc./Texas with notifications on news.