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

Jfs Wealth Advisors, LLC

$1.46 Billion
Q4 2024

A detailed history of Jfs Wealth Advisors, LLC transactions in Fidelity Covington Tr Msci Hea stock. As of the latest transaction made, Jfs Wealth Advisors, LLC holds 375 shares of FHLC stock, worth $26,017. This represents 0.0% of its overall portfolio holdings.

Number of Shares

375

Holding current value

$26,017

% of portfolio

0.0%

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

355

Shares Held

15.3M

Call Options Held

Put Options Held

Lido Advisors, LLC Los Angeles, CA

1.82M
Shares

$127 Million
0.55% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

1.63M
Shares

$113 Million
0.02% of portfolio
Agf Management LTD Toronto Ontario Canada, A6

597K
Shares

$41.4 Million
0.21% of portfolio
Demars Financial Group, LLC

557K
Shares

$38.7 Million
0.27% of portfolio
Commonwealth Equity Services, LLC

523K
Shares

$36.3 Million
0.05% of portfolio

View Full List

About FIDELITY COVINGTON TR MSCI HEA

Ticker FHLC
Sector ETFs
Industry ETFs

More about FHLC

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Jfs Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Jfs Wealth Advisors, LLC with notifications on news.

Account

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