Umb Bank, N.A. Fidelity Covington Tr Msci Hea Transaction History

Umb Bank, N.A.

$5.92 Billion
Q1 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Jan 23, 2024	BUY	$57.52 - $64.73 $4,486 - $5,048	78 New	78 $5,000

Others Institutions Holding FHLC

# of Institutions

362

Shares Held

15.3M

Call Options Held

0

Put Options Held

0

Lido Advisors, LLC Los Angeles, CA

1.82M
Shares

$116 Million
0.55% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

1.63M
Shares

$104 Million
0.02% of portfolio
Agf Management LTD Toronto Ontario Canada, A6

597K
Shares

$38 Million
0.21% of portfolio
Demars Financial Group, LLC

567K
Shares

$36.1 Million
0.24% of portfolio
Commonwealth Equity Services, LLC

523K
Shares

$33.3 Million
0.05% of portfolio

About FIDELITY COVINGTON TR MSCI HEA

Ticker FHLC
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