Yoder Wealth Management, Inc. Fidelity Covington Tr Msci Hea Transaction History

Yoder Wealth Management, Inc.

$181 Billion
Q4 2024

A detailed history of Yoder Wealth Management, Inc. transactions in Fidelity Covington Tr Msci Hea stock. As of the latest transaction made, Yoder Wealth Management, Inc. holds 60,987 shares of FHLC stock, worth $4.19 Million. This represents 2.2% of its overall portfolio holdings.

Number of Shares

60,987

Previous 53,189 14.66%

Holding current value

$4.19 Million

Previous $3.87 Billion 2.93%

% of portfolio

2.2%

Previous 2.33%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 24, 2025	BUY	$64.85 - $73.04 $505,700 - $569,565	7,798 Added 14.66%	60,987 $3.99 Billion
Q3 2024 Oct 23, 2024	BUY	$67.43 - $74.23 $346,253 - $381,171	5,135 Added 10.69%	53,189 $3.87 Billion
Q2 2024 Jul 23, 2024	BUY	$65.13 - $69.24 $126,742 - $134,741	1,946 Added 4.22%	48,054 $3.3 Billion
Q1 2024 Apr 19, 2024	BUY	$65.39 - $69.77 $50,742 - $54,141	776 Added 1.71%	46,108 $3.22 Billion
Q4 2023 Feb 02, 2024	BUY	$57.52 - $64.73 $214,204 - $241,054	3,724 Added 8.95%	45,332 $2.93 Billion
Q3 2023 Oct 18, 2023	BUY	$60.58 - $64.65 $240,502 - $256,660	3,970 Added 10.55%	41,608 $2.52 Billion
Q2 2023 Aug 04, 2023	BUY	$60.33 - $64.26 $125,727 - $133,917	2,084 Added 5.86%	37,638 $2.38 Billion
Q1 2023 May 15, 2023	BUY	$58.86 - $64.29 $2.09 Million - $2.29 Million	35,554 New	35,554 $2.19 Billion

Others Institutions Holding FHLC

# of Institutions

339

Shares Held

14.8M

Call Options Held

Put Options Held

View Full List

About FIDELITY COVINGTON TR MSCI HEA

Ticker FHLC
Sector ETFs
Industry ETFs

More about FHLC

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Yoder Wealth Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Yoder Wealth Management, Inc. with notifications on news.

Account

Yoder Wealth Management, Inc. Fidelity Covington Tr Msci Hea Transaction History