Ironwood Wealth Management, Inc. Fidelity Covington Tr Msci Hea Transaction History

Ironwood Wealth Management, Inc.

$204 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2021 Apr 12, 2021	SELL	$56.27 - $61.08 $4,220 - $4,581	-75 Closed	0 $0
Q4 2020 Feb 09, 2021	BUY	$51.24 - $57.75 $3,843 - $4,331	75 New	75 $4,000

Others Institutions Holding FHLC

# of Institutions

334

Shares Held

16.3M

Call Options Held

0

Put Options Held

0

Lido Advisors, LLC Los Angeles, CA

1.94M
Shares

$139 Million
0.75% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

1.56M
Shares

$112 Million
0.02% of portfolio
Commonwealth Equity Services, LLC

520K
Shares

$37.2 Million
0.06% of portfolio
Morgan Stanley New York, NY

447K
Shares

$32 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

383K
Shares

$27.4 Million
0.01% of portfolio

About FIDELITY COVINGTON TR MSCI HEA

Ticker FHLC
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