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

New England Capital Financial Advisors LLC

$205 Billion
Q4 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

355

Shares Held

15.3M

Call Options Held

Put Options Held

Lido Advisors, LLC Los Angeles, CA

1.82M
Shares

$127 Million
0.55% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

1.63M
Shares

$113 Million
0.02% of portfolio
Agf Management LTD Toronto Ontario Canada, A6

597K
Shares

$41.4 Million
0.21% of portfolio
Demars Financial Group, LLC

557K
Shares

$38.7 Million
0.27% of portfolio
Commonwealth Equity Services, LLC

523K
Shares

$36.3 Million
0.05% 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 New England Capital Financial Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on New England Capital Financial Advisors LLC with notifications on news.

Account