Northern Oak Wealth Management Inc Fidelity Covington Tr Msci Hea Transaction History

Northern Oak Wealth Management Inc

$857 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 16, 2022	SELL	$56.56 - $68.08 $16,006 - $19,266	-283 Closed	0 $0
Q1 2022 May 24, 2022	BUY	$60.62 - $68.16 $17,155 - $19,289	283 New	283 $19,000

Others Institutions Holding FHLC

# of Institutions

337

Shares Held

14.7M

Call Options Held

0

Put Options Held

0

Lido Advisors, LLC Los Angeles, CA

1.74M
Shares

$119 Million
0.62% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

1.56M
Shares

$107 Million
0.02% of portfolio
Commonwealth Equity Services, LLC

520K
Shares

$35.6 Million
0.06% of portfolio
Agf Management LTD Toronto Ontario Canada, A6

508K
Shares

$34.8 Million
0.2% of portfolio
Morgan Stanley New York, NY

417K
Shares

$28.6 Million
0.0% of portfolio

About FIDELITY COVINGTON TR MSCI HEA

Ticker FHLC
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