Montis Financial, LLC Fidelity Covington Tr Msci Hea Transaction History

Montis Financial, LLC

$280 Million
Q3 2024

A detailed history of Montis Financial, LLC transactions in Fidelity Covington Tr Msci Hea stock. As of the latest transaction made, Montis Financial, LLC holds 3,901 shares of FHLC stock, worth $271,119. This represents 0.1% of its overall portfolio holdings.

Number of Shares

3,901

Holding current value

$271,119

% of portfolio

0.1%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 10, 2024	BUY	$67.43 - $74.23 $263,044 - $289,571	3,901 New	3,901 $283,000

Others Institutions Holding FHLC

# of Institutions

350

Shares Held

15M

Call Options Held

Put Options Held

Lido Advisors, LLC Los Angeles, CA

1.74M
Shares

$121 Million
0.62% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

1.63M
Shares

$114 Million
0.02% of portfolio
Agf Management LTD Toronto Ontario Canada, A6

597K
Shares

$41.5 Million
0.21% of portfolio
Commonwealth Equity Services, LLC

520K
Shares

$36.1 Million
0.06% of portfolio
Morgan Stanley New York, NY

417K
Shares

$29 Million
0.0% 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 Montis Financial, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Montis Financial, LLC with notifications on news.

Account

Montis Financial, LLC Fidelity Covington Tr Msci Hea Transaction History