Aprio Wealth Management, LLC Fidelity Covington Tr Msci Hea Transaction History

Aprio Wealth Management, LLC

  • $902 Million
  • Q3 2025

A detailed history of Aprio Wealth Management, LLC transactions in Fidelity Covington Tr Msci Hea stock. As of the latest transaction made, Aprio Wealth Management, LLC holds 134,175 shares of FHLC stock, worth $9.76 Million. This represents 0.99% of its overall portfolio holdings.

Number of Shares
134,175
Previous 69,157 94.02%
Holding current value
$9.76 Million
Previous $4.42 Million 102.89%
% of portfolio
0.99%
Previous 0.55%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 12, 2025
BUY
$61.56 - $66.95 $4 Million - $4.35 Million
65,018 Added 94.02%
134,175 $8.97 Million
Q2 2025

Aug 14, 2025
SELL
$61.03 - $67.59 $909,835 - $1.01 Million
-14,908 Reduced 17.73%
69,157 $4.42 Million
Q1 2025

May 15, 2025
BUY
$65.44 - $70.64 $835,930 - $902,355
12,774 Added 17.92%
84,065 $5.74 Million
Q4 2024

Jan 10, 2025
BUY
$64.85 - $73.04 $4.62 Million - $5.21 Million
71,291 New
71,291 $4.66 Million
Q4 2023

Jan 17, 2024
BUY
$57.52 - $64.73 $6.39 Million - $7.19 Million
111,032 New
111,032 $7.18 Million

Others Institutions Holding FHLC

# of Institutions
385
Shares Held
16.5M
Call Options Held
4.2K
Put Options Held
0
View Full List

About FIDELITY COVINGTON TR MSCI HEA

FHLC Quotes by TradingView
  • Ticker FHLC
  • Sector ETFs
  • Industry ETFs
More about FHLC
Track This Portfolio

Track Aprio Wealth Management, LLC Portfolio

Follow Aprio Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Aprio Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email