Trinity Point Wealth, LLC Fidelity Covington Tr Msci Hea Transaction History
Trinity Point Wealth, LLC
- $629 Million
- Q2 2024
A detailed history of Trinity Point Wealth, LLC transactions in Fidelity Covington Tr Msci Hea stock. As of the latest transaction made, Trinity Point Wealth, LLC holds 39,323 shares of FHLC stock, worth $2.85 Million. This represents 0.43% of its overall portfolio holdings.
Number of Shares
39,323
Previous 39,891
1.42%
Holding current value
$2.85 Million
Previous $2.78 Million
3.09%
% of portfolio
0.43%
Previous 0.47%
Shares
6 transactions
Others Institutions Holding FHLC
# of Institutions
339Shares Held
17.4MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA3.5MShares$253 Million0.05% of portfolio
-
Lido Advisors, LLC Los Angeles, CA1.94MShares$140 Million0.75% of portfolio
-
Harbour Investments, Inc. Madison, WI625KShares$45.2 Million1.52% of portfolio
-
Commonwealth Equity Services, LLC513KShares$37.1 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC499KShares$36.1 Million0.02% of portfolio