Pfs Partners, LLC Fidelity Covington Tr Msci Hea Transaction History

Pfs Partners, LLC

$189 Billion
Q1 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 Nov 30, 2023	SELL	$58.86 - $64.29 $4,473 - $4,886	-76 Reduced 50.33%	75 $4.61 Million
Q4 2021 Nov 30, 2023	BUY	$62.83 - $68.98 $9,487 - $10,415	151 New	151 $10.4 Million

Others Institutions Holding FHLC

# of Institutions

379

Shares Held

15.9M

Call Options Held

0

Put Options Held

0

Lido Advisors, LLC Los Angeles, CA

1.83M
Shares

$113 Million
0.52% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

1.68M
Shares

$103 Million
0.02% of portfolio
Agf Management LTD Toronto Ontario Canada, A6

588K
Shares

$36.3 Million
0.23% of portfolio
Lpl Financial LLC Fort Mill, SC

567K
Shares

$35 Million
0.02% of portfolio
Demars Financial Group, LLC

567K
Shares

$35 Million
0.24% of portfolio

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 Pfs Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Pfs Partners, LLC with notifications on news.