Charter Oak Capital Management, LLC Fidelity Covington Tr Msci Hea Transaction History
Charter Oak Capital Management, LLC
- $1.09 Billion
- Q1 2025
A detailed history of Charter Oak Capital Management, LLC transactions in Fidelity Covington Tr Msci Hea stock. As of the latest transaction made, Charter Oak Capital Management, LLC holds 16,263 shares of FHLC stock, worth $1.04 Million. This represents 0.1% of its overall portfolio holdings.
Number of Shares
16,263
Previous 17,013
4.41%
Holding current value
$1.04 Million
Previous $1.11 Million
0.99%
% of portfolio
0.1%
Previous 0.1%
Shares
18 transactions
Others Institutions Holding FHLC
# of Institutions
362Shares Held
15.3MCall Options Held
0Put Options Held
0-
Lido Advisors, LLC Los Angeles, CA1.82MShares$116 Million0.55% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA1.63MShares$104 Million0.02% of portfolio
-
Agf Management LTD Toronto Ontario Canada, A6597KShares$38 Million0.21% of portfolio
-
Demars Financial Group, LLC567KShares$36.1 Million0.24% of portfolio
-
Commonwealth Equity Services, LLC523KShares$33.3 Million0.05% of portfolio