Valued Wealth Advisors LLC Fidelity Covington Tr Msci Hea Transaction History

Valued Wealth Advisors LLC

$167 Billion
Q1 2025

A detailed history of Valued Wealth Advisors LLC transactions in Fidelity Covington Tr Msci Hea stock. As of the latest transaction made, Valued Wealth Advisors LLC holds 76 shares of FHLC stock, worth $5,010. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$5,010

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 01, 2025	BUY	$65.44 - $70.64 $4,973 - $5,368	76 New	76 $5.19 Million

Others Institutions Holding FHLC

# of Institutions

370

Shares Held

15.6M

Call Options Held

Put Options Held

Lido Advisors, LLC Los Angeles, CA

1.82M
Shares

$120 Million
0.55% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

1.63M
Shares

$108 Million
0.02% of portfolio
Agf Management LTD Toronto Ontario Canada, A6

597K
Shares

$39.4 Million
0.21% of portfolio
Lpl Financial LLC Fort Mill, SC

567K
Shares

$37.4 Million
0.02% of portfolio
Demars Financial Group, LLC

567K
Shares

$37.4 Million
0.24% of portfolio

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About FIDELITY COVINGTON TR MSCI HEA

Ticker FHLC
Sector ETFs
Industry ETFs

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Valued Wealth Advisors LLC Fidelity Covington Tr Msci Hea Transaction History