Legacy Financial Strategies, LLC Fidelity Covington Tr Msci Hea Call Options Transaction History

Legacy Financial Strategies, LLC

$505 Million
Q2 2025

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding FHLC

# of Institutions

368

Shares Held

15.2M

Call Options Held

0

Put Options Held

0

Lido Advisors, LLC Los Angeles, CA

1.83M
Shares

$114 Million
0.52% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

1.68M
Shares

$104 Million
0.02% of portfolio
Agf Management LTD Toronto Ontario Canada, A6

756K
Shares

$47 Million
0.23% of portfolio
Lpl Financial LLC Fort Mill, SC

567K
Shares

$35.3 Million
0.02% of portfolio
Commonwealth Equity Services, LLC

492K
Shares

$30.6 Million
0.04% of portfolio

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 Legacy Financial Strategies, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Legacy Financial Strategies, LLC with notifications on news.