Institutional & Family Asset Management, LLC Fidelity Covington Tr Msci Hea Transaction History

Institutional & Family Asset Management, LLC

$846 Million
Q2 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Feb 14, 2022	BUY	$62.83 - $68.98 $5,654 - $6,208	90 Added 105.88%	175 $12,000
Q2 2021 Aug 10, 2021	BUY	$58.75 - $63.84 $4,993 - $5,426	85 New	85 $5,000

Others Institutions Holding FHLC

# of Institutions

337

Shares Held

14.7M

Call Options Held

Put Options Held

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

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About FIDELITY COVINGTON TR MSCI HEA

Ticker FHLC
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