Partnership Wealth Management, LLC Fidelity Covington Tr Msci Hea Transaction History
Partnership Wealth Management, LLC
- $120 Billion
- Q4 2024
A detailed history of Partnership Wealth Management, LLC transactions in Fidelity Covington Tr Msci Hea stock. As of the latest transaction made, Partnership Wealth Management, LLC holds 4,236 shares of FHLC stock, worth $293,893. This represents 0.23% of its overall portfolio holdings.
Number of Shares
4,236
Previous 3,400
24.59%
Holding current value
$293,893
Previous $248 Million
11.85%
% of portfolio
0.23%
Previous 0.17%
Shares
4 transactions
Others Institutions Holding FHLC
# of Institutions
355Shares Held
15.3MCall Options Held
0Put Options Held
0-
Lido Advisors, LLC Los Angeles, CA1.82MShares$127 Million0.55% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA1.63MShares$113 Million0.02% of portfolio
-
Agf Management LTD Toronto Ontario Canada, A6597KShares$41.4 Million0.21% of portfolio
-
Demars Financial Group, LLC557KShares$38.7 Million0.27% of portfolio
-
Commonwealth Equity Services, LLC523KShares$36.3 Million0.05% of portfolio