Clear Perspectives Financial Planning, LLC Fidelity Covington Tr Msci Hea Transaction History
Clear Perspectives Financial Planning, LLC
- $178 Million
- Q1 2023
A detailed history of Clear Perspectives Financial Planning, LLC transactions in Fidelity Covington Tr Msci Hea stock. As of the latest transaction made, Clear Perspectives Financial Planning, LLC holds 600 shares of FHLC stock, worth $41,748. This represents 0.02% of its overall portfolio holdings.
Number of Shares
600
Previous 1,200
50.0%
Holding current value
$41,748
Previous $76,000
52.63%
% of portfolio
0.02%
Previous 0.04%
Shares
2 transactions
Others Institutions Holding FHLC
# of Institutions
338Shares Held
17.3MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA3.5MShares$243 Million0.05% of portfolio
-
Lido Advisors, LLC Los Angeles, CA1.94MShares$135 Million0.75% of portfolio
-
Harbour Investments, Inc. Madison, WI625KShares$43.5 Million1.52% of portfolio
-
Commonwealth Equity Services, LLC520KShares$36.2 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC499KShares$34.7 Million0.02% of portfolio