Howe & Rusling Inc Fidelity Covington Tr Msci Hea Transaction History

Howe & Rusling Inc

$1.16 Billion
Q3 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2021 Aug 13, 2021	SELL	$58.75 - $63.84 $9,106 - $9,895	-155 Closed	0 $0
Q1 2021 May 13, 2021	SELL	$56.27 - $61.08 $8,159 - $8,856	-145 Reduced 48.33%	155 $9,000
Q4 2020 Feb 08, 2021	BUY	$51.24 - $57.75 $15,372 - $17,325	300 New	300 $17,000

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

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