Summit Financial, LLC Fidelity Covington Tr Msci Hea Transaction History

Summit Financial, LLC

$6 Billion
Q3 2025

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 52,667 shares of FHLC stock, worth $3.83 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares

52,667

Previous 12,105 335.08%

Holding current value

$3.83 Million

Previous $774,000 354.91%

% of portfolio

0.06%

Previous 0.02%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 14, 2025	BUY	$61.56 - $66.95 $2.5 Million - $2.72 Million	40,562 Added 335.08%	52,667 $3.52 Million
Q2 2025 Aug 13, 2025	SELL	$61.03 - $67.59 $87,272 - $96,653	-1,430 Reduced 10.57%	12,105 $774,000
Q1 2025 May 14, 2025	SELL	$65.44 - $70.64 $6,151 - $6,640	-94 Reduced 0.69%	13,535 $924,000
Q4 2024 Feb 12, 2025	SELL	$64.85 - $73.04 $15,953 - $17,967	-246 Reduced 1.77%	13,629 $891,000
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

385

Shares Held

16.5M

Call Options Held

4.2K

Put Options Held

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