Marotta Asset Management Fidelity Covington Tr Msci Hea Put Options Transaction History

Marotta Asset Management

$468 Million
Q1 2025

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding FHLC

# of Institutions

356

Shares Held

15.2M

Call Options Held

0

Put Options Held

0

Lido Advisors, LLC Los Angeles, CA

1.82M
Shares

$124 Million
0.55% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

1.63M
Shares

$111 Million
0.02% of portfolio
Agf Management LTD Toronto Ontario Canada, A6

597K
Shares

$40.5 Million
0.21% of portfolio
Demars Financial Group, LLC

557K
Shares

$37.8 Million
0.27% of portfolio
Commonwealth Equity Services, LLC

523K
Shares

$35.4 Million
0.05% of portfolio

About FIDELITY COVINGTON TR MSCI HEA

Ticker FHLC
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