Portfolio Strategies, Inc. Fidelity Covington Tr Msci Hea Transaction History

Portfolio Strategies, Inc.

$738 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2020 May 01, 2020	SELL	$36.18 - $51.11 $218,925 - $309,266	-6,051 Closed	0 $0
Q4 2019 Feb 03, 2020	BUY	$42.3 - $50.02 $255,957 - $302,671	6,051 New	6,051 $301,000

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

$121 Million
0.62% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

1.56M
Shares

$109 Million
0.02% of portfolio
Commonwealth Equity Services, LLC

520K
Shares

$36.2 Million
0.06% of portfolio
Agf Management LTD Toronto Ontario Canada, A6

508K
Shares

$35.4 Million
0.2% of portfolio
Morgan Stanley New York, NY

417K
Shares

$29 Million
0.0% of portfolio

About FIDELITY COVINGTON TR MSCI HEA

Ticker FHLC
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