Soa Wealth Advisors, Llc. Fidelity Covington Tr Msci Hea Transaction History

Soa Wealth Advisors, Llc.

$850 Million
Q1 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 13, 2022	SELL	$56.56 - $68.08 $4,864 - $5,854	-86 Closed	0 $0
Q4 2020 Mar 10, 2021	BUY	$51.24 - $57.75 $4,406 - $4,966	86 New	86 $5,000

Others Institutions Holding FHLC

# of Institutions

359

Shares Held

15.3M

Call Options Held

0

Put Options Held

0

Lido Advisors, LLC Los Angeles, CA

1.82M
Shares

$117 Million
0.55% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

1.63M
Shares

$105 Million
0.02% of portfolio
Agf Management LTD Toronto Ontario Canada, A6

597K
Shares

$38.4 Million
0.21% of portfolio
Demars Financial Group, LLC

567K
Shares

$36.5 Million
0.24% of portfolio
Commonwealth Equity Services, LLC

523K
Shares

$33.7 Million
0.05% of portfolio

About FIDELITY COVINGTON TR MSCI HEA

Ticker FHLC
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