Summit Financial, LLC Fidelity Covington Tr Msci Hea Transaction History

Summit Financial, LLC

$2.54 Billion
Q3 2024

A detailed history of Summit Financial, LLC transactions in Fidelity Covington Tr Msci Hea stock. As of the latest transaction made, Summit Financial, LLC holds 13,875 shares of FHLC stock, worth $907,563. This represents 0.04% of its overall portfolio holdings.

Number of Shares

13,875

Holding current value

$907,563

% of portfolio

0.04%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Nov 12, 2024	BUY	$67.43 - $74.23 $935,591 - $1.03 Million	13,875 New	13,875 $1.01 Million

Others Institutions Holding FHLC

# of Institutions

337

Shares Held

14.7M

Call Options Held

Put Options Held

Lido Advisors, LLC Los Angeles, CA

1.74M
Shares

$114 Million
0.62% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

1.56M
Shares

$102 Million
0.02% of portfolio
Commonwealth Equity Services, LLC

520K
Shares

$34 Million
0.06% of portfolio
Agf Management LTD Toronto Ontario Canada, A6

508K
Shares

$33.2 Million
0.2% of portfolio
Morgan Stanley New York, NY

417K
Shares

$27.3 Million
0.0% of portfolio

View Full List

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 Summit Financial, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Summit Financial, LLC with notifications on news.

Account

Summit Financial, LLC Fidelity Covington Tr Msci Hea Transaction History