Kovitz Investment Group Partners, LLC Fidelity Covington Tr Msci Hea Transaction History

Kovitz Investment Group Partners, LLC

  • $23.6 Billion
  • Q3 2025

A detailed history of Kovitz Investment Group Partners, LLC transactions in Fidelity Covington Tr Msci Hea stock. As of the latest transaction made, Kovitz Investment Group Partners, LLC holds 70,128 shares of FHLC stock, worth $5.1 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
70,128
Previous 137,665 49.06%
Holding current value
$5.1 Million
Previous $8.8 Million 46.73%
% of portfolio
0.02%
Previous 0.04%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 10, 2025
SELL
$61.56 - $66.95 $4.16 Million - $4.52 Million
-67,537 Reduced 49.06%
70,128 $4.69 Million
Q2 2025

Aug 14, 2025
BUY
$61.03 - $67.59 $2.31 Million - $2.56 Million
37,884 Added 37.97%
137,665 $8.8 Million
Q1 2025

May 13, 2025
BUY
$65.44 - $70.64 $1.02 Million - $1.1 Million
15,552 Added 18.46%
99,781 $6.82 Million
Q4 2024

Aug 25, 2025
SELL
$64.85 - $73.04 $3.46 Million - $3.9 Million
-53,344 Reduced 38.75%
84,321 $5.52 Million
Q4 2024

Feb 14, 2025
SELL
$64.85 - $73.04 $966,459 - $1.09 Million
-14,903 Reduced 15.03%
84,229 $5.51 Million
Q3 2024

Nov 14, 2024
SELL
$67.43 - $74.23 $450,499 - $495,930
-6,681 Reduced 6.31%
99,132 $7.22 Million
Q2 2024

Aug 14, 2024
BUY
$65.13 - $69.24 $6.89 Million - $7.33 Million
105,813 New
105,813 $7.26 Million

Others Institutions Holding FHLC

# of Institutions
385
Shares Held
16.5M
Call Options Held
4.2K
Put Options Held
0
View Full List

About FIDELITY COVINGTON TR MSCI HEA

FHLC Quotes by TradingView
  • Ticker FHLC
  • Sector ETFs
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