Jfs Wealth Advisors, LLC Fidelity Covington Tr Msci Hea Transaction History

Jfs Wealth Advisors, LLC

$1.56 Billion
Q2 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 30, 2025	BUY	$64.85 - $73.04 $24,318 - $27,390	375 New	375 $24,000

Others Institutions Holding FHLC

# of Institutions

369

Shares Held

15.3M

Call Options Held

0

Put Options Held

0

Lido Advisors, LLC Los Angeles, CA

1.83M
Shares

$117 Million
0.52% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

1.68M
Shares

$107 Million
0.02% of portfolio
Agf Management LTD Toronto Ontario Canada, A6

588K
Shares

$37.5 Million
0.23% of portfolio
Lpl Financial LLC Fort Mill, SC

567K
Shares

$36.2 Million
0.02% of portfolio
Commonwealth Equity Services, LLC

551K
Shares

$35.2 Million
0.05% of portfolio

About FIDELITY COVINGTON TR MSCI HEA

Ticker FHLC
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