Tfc Financial Management Fidelity Covington Tr Msci Hea Transaction History

Tfc Financial Management

$650 Million
Q1 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Oct 21, 2022	BUY	$57.55 - $64.58 $11,510 - $12,916	200 New	200 $12,000

Others Institutions Holding FHLC

# of Institutions

379

Shares Held

15.9M

Call Options Held

0

Put Options Held

0

Lido Advisors, LLC Los Angeles, CA

1.83M
Shares

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

1.68M
Shares

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

588K
Shares

$36.8 Million
0.23% of portfolio
Lpl Financial LLC Fort Mill, SC

567K
Shares

$35.5 Million
0.02% of portfolio
Demars Financial Group, LLC

567K
Shares

$35.5 Million
0.24% of portfolio

About FIDELITY COVINGTON TR MSCI HEA

Ticker FHLC
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