Kiley Juergens Wealth Management, LLC Fidelity Covington Tr Msci Hea Transaction History

Kiley Juergens Wealth Management, LLC

$347 Million
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2018 Jan 15, 2019	SELL	$38.8 - $46.93 $543 - $657	-14 Closed	0 $0
Q2 2018 Jul 23, 2018	BUY	$38.79 - $42.36 $543 - $593	14 New	14 $0

Others Institutions Holding FHLC

# of Institutions

339

Shares Held

17.4M

Call Options Held

0

Put Options Held

0

Charles Schwab Investment Management Inc San Francisco, CA

3.5M
Shares

$253 Million
0.05% of portfolio
Lido Advisors, LLC Los Angeles, CA

1.94M
Shares

$140 Million
0.75% of portfolio
Harbour Investments, Inc. Madison, WI

625K
Shares

$45.2 Million
1.52% of portfolio
Commonwealth Equity Services, LLC

513K
Shares

$37.1 Million
0.06% of portfolio
Lpl Financial LLC Fort Mill, SC

499K
Shares

$36.1 Million
0.02% of portfolio

About FIDELITY COVINGTON TR MSCI HEA

Ticker FHLC
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