New England Capital Financial Advisors LLC Fidelity Covington Tr Msci Hea Transaction History

New England Capital Financial Advisors LLC

$193 Billion
Q3 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Nov 06, 2023	SELL	$60.58 - $64.65 $16,477 - $17,584	-272 Reduced 40.72%	396 $24 Million
Q4 2022 Feb 03, 2023	BUY	$57.8 - $66.02 $38,610 - $44,101	668 New	668 $42.5 Million

Others Institutions Holding FHLC

# of Institutions

348

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

1.56M
Shares

$109 Million
0.02% of portfolio
Commonwealth Equity Services, LLC

520K
Shares

$36.3 Million
0.06% of portfolio
Agf Management LTD Toronto Ontario Canada, A6

508K
Shares

$35.5 Million
0.2% of portfolio
Morgan Stanley New York, NY

417K
Shares

$29.1 Million
0.0% of portfolio

View Full List

About FIDELITY COVINGTON TR MSCI HEA

Ticker FHLC
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