Plante Moran Financial Advisors, LLC Fidelity Covington Tr Msci Hea Transaction History

Plante Moran Financial Advisors, LLC

$1.16 Billion
Q1 2025

A detailed history of Plante Moran Financial Advisors, LLC transactions in Fidelity Covington Tr Msci Hea stock. As of the latest transaction made, Plante Moran Financial Advisors, LLC holds 173 shares of FHLC stock, worth $11,196. This represents 0.0% of its overall portfolio holdings.

Number of Shares

173

Holding current value

$11,196

% of portfolio

0.0%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 08, 2025	BUY	$65.44 - $70.64 $11,321 - $12,220	173 New	173 $11,000
Q1 2024 May 09, 2024	SELL	$65.39 - $69.77 $2,746 - $2,930	-42 Reduced 10.69%	351 $24,000
Q4 2023 Feb 05, 2024	BUY	$57.52 - $64.73 $2,415 - $2,718	42 Added 11.97%	393 $25,000
Q2 2023 Aug 07, 2023	BUY	$60.33 - $64.26 $1,508 - $1,606	25 Added 7.67%	351 $22,000
Q4 2022 Feb 09, 2023	SELL	$57.8 - $66.02 $520 - $594	-9 Reduced 2.69%	326 $20,000
Q3 2022 Nov 02, 2022	SELL	$57.55 - $64.58 $748 - $839	-13 Reduced 3.74%	335 $19,000
Q2 2022 Aug 02, 2022	SELL	$56.56 - $68.08 $1,640 - $1,974	-29 Reduced 7.69%	348 $21,000
Q3 2021 Nov 08, 2021	SELL	$63.8 - $68.47 $6,571 - $7,052	-103 Reduced 21.46%	377 $24,000
Q1 2021 May 13, 2021	BUY	$56.27 - $61.08 $731 - $794	13 Added 2.78%	480 $28,000
Q3 2020 Nov 12, 2020	BUY	$50.19 - $54.1 $1,455 - $1,568	29 Added 6.62%	467 $25,000
Q2 2020 Aug 10, 2020	BUY	$41.21 - $51.19 $2,225 - $2,764	54 Added 14.06%	438 $22,000
Q1 2020 May 07, 2020	SELL	$36.18 - $51.11 $506 - $715	-14 Reduced 3.52%	384 $17,000
Q4 2019 Feb 14, 2020	BUY	$42.3 - $50.02 $16,835 - $19,907	398 New	398 $20,000

Others Institutions Holding FHLC

# of Institutions

381

Shares Held

16M

Call Options Held

Put Options Held

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About FIDELITY COVINGTON TR MSCI HEA

Ticker FHLC
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Plante Moran Financial Advisors, LLC Fidelity Covington Tr Msci Hea Transaction History