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

Aprio Wealth Management, LLC

$1.27 Billion
Q4 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 138,134 shares of FHLC stock, worth $10.1 Million. This represents 0.79% of its overall portfolio holdings.

Number of Shares

138,134

Previous 134,175 2.95%

Holding current value

$10.1 Million

Previous $8.97 Million 12.04%

% of portfolio

0.79%

Previous 0.99%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 29, 2026	BUY	$68.19 - $73.27 $269,964 - $290,075	3,959 Added 2.95%	138,134 $10.1 Million
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

391

Shares Held

16.2M

Call Options Held

4.2K

Put Options Held

View Full List

About FIDELITY COVINGTON TR MSCI HEA

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