Heritage Wealth Management, Inc./Texas Fidelity Covington Tr Msci Hea Transaction History
Heritage Wealth Management, Inc./Texas
- $154 Billion
- Q1 2024
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
Others Institutions Holding FHLC
# of Institutions
336Shares Held
18.1MCall Options Held
4.8KPut Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA3.45MShares$245 Million0.06% of portfolio
-
Lido Advisors, LLC Los Angeles, CA1.85MShares$132 Million0.77% of portfolio
-
Clal Insurance Enterprises Holdings LTD Tel Aviv, L31.02MShares$72.3 Million0.8% of portfolio
-
Harbour Investments, Inc. Madison, WI625KShares$44.3 Million1.52% of portfolio
-
Commonwealth Equity Services, LLC549KShares$39 Million0.06% of portfolio