Sym Financial Corp Fidelity Covington Tr Msci Hea Transaction History

Sym Financial Corp

$886 Million
Q2 2025

A detailed history of Sym Financial Corp transactions in Fidelity Covington Tr Msci Hea stock. As of the latest transaction made, Sym Financial Corp holds 468 shares of FHLC stock, worth $29,090. This represents 0.0% of its overall portfolio holdings.

Number of Shares

468

Holding current value

$29,090

% of portfolio

0.0%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 01, 2025	BUY	$61.03 - $67.59 $28,562 - $31,632	468 New	468 $29,000
Q1 2024 May 06, 2024	SELL	$65.39 - $69.77 $120,971 - $129,074	-1,850 Reduced 63.25%	1,075 $75,000
Q4 2023 Feb 06, 2024	SELL	$57.52 - $64.73 $33,074 - $37,219	-575 Reduced 16.43%	2,925 $189,000
Q3 2023 Oct 27, 2023	BUY	$60.58 - $64.65 $212,030 - $226,275	3,500 New	3,500 $212,000

Others Institutions Holding FHLC

# of Institutions

367

Shares Held

15M

Call Options Held

Put Options Held

Lido Advisors, LLC Los Angeles, CA

1.83M
Shares

$114 Million
0.52% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

1.77M
Shares

$110 Million
0.02% of portfolio
Agf Management LTD Toronto Ontario Canada, A6

756K
Shares

$47 Million
0.23% of portfolio
Lpl Financial LLC Fort Mill, SC

587K
Shares

$36.5 Million
0.01% of portfolio
Commonwealth Equity Services, LLC

492K
Shares

$30.6 Million
0.04% of portfolio

View Full List

About FIDELITY COVINGTON TR MSCI HEA

Ticker FHLC
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