C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Fidelity Covington Tr Msci Hea Transaction History

C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors

$1.72 Trillion
Q3 2025

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Nov 03, 2025	BUY	$61.03 - $67.59 $250,772 - $277,727	4,109 New	4,109 $263 Million
Q2 2025 Aug 05, 2025	BUY	$61.03 - $67.59 $29,294 - $32,443	480 Added 13.23%	4,109 $263 Million
Q1 2025 May 12, 2025	BUY	$65.44 - $70.64 $237,481 - $256,352	3,629 New	3,629 $243 Million

Others Institutions Holding FHLC

# of Institutions

385

Shares Held

16.5M

Call Options Held

4.2K

Put Options Held

Lido Advisors, LLC Los Angeles, CA

2.04M
Shares

$148 Million
0.43% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

1.92M
Shares

$140 Million
0.02% of portfolio
Agf Management LTD Toronto Ontario Canada, A6

907K
Shares

$66 Million
0.29% of portfolio
Lpl Financial LLC Fort Mill, SC

646K
Shares

$47 Million
0.01% of portfolio
Morgan Stanley New York, NY

473K
Shares

$34.5 Million
0.0% of portfolio

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 C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors, based on Form 13F filings with the SEC.

News

Stay updated on C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors with notifications on news.

Account