Congress Wealth Management LLC Fidelity Covington Tr Msci Hea Transaction History

Congress Wealth Management LLC

  • $9.76 Billion
  • Q2 2025

A detailed history of Congress Wealth Management LLC transactions in Fidelity Covington Tr Msci Hea stock. As of the latest transaction made, Congress Wealth Management LLC holds 20,777 shares of FHLC stock, worth $1.51 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
20,777
Previous 13,095 58.66%
Holding current value
$1.51 Million
Previous $894,000 48.55%
% of portfolio
0.01%
Previous 0.01%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 13, 2025
BUY
$61.03 - $67.59 $468,832 - $519,226
7,682 Added 58.66%
20,777 $1.33 Million
Q1 2025

May 14, 2025
BUY
$65.44 - $70.64 $94,102 - $101,580
1,438 Added 12.34%
13,095 $894,000
Q4 2024

Feb 11, 2025
SELL
$64.85 - $73.04 $237,156 - $267,107
-3,657 Reduced 23.88%
11,657 $762,000
Q3 2024

Nov 12, 2024
BUY
$67.43 - $74.23 $228,924 - $252,010
3,395 Added 28.48%
15,314 $1.11 Million
Q2 2024

Aug 13, 2024
BUY
$65.13 - $69.24 $317,052 - $337,060
4,868 Added 69.04%
11,919 $817,000
Q1 2024

Apr 18, 2024
BUY
$65.39 - $69.77 $233,900 - $249,567
3,577 Added 102.96%
7,051 $491,000
Q4 2023

Feb 09, 2024
SELL
$57.52 - $64.73 $13,114 - $14,758
-228 Reduced 6.16%
3,474 $224,000
Q3 2023

Oct 30, 2023
SELL
$60.58 - $64.65 $24,292 - $25,924
-401 Reduced 9.77%
3,702 $224,000
Q2 2023

Jul 13, 2023
SELL
$60.33 - $64.26 $73,964 - $78,782
-1,226 Reduced 23.01%
4,103 $258,000
Q1 2023

Apr 14, 2023
SELL
$58.86 - $64.29 $5,238 - $5,721
-89 Reduced 1.64%
5,329 $327,000
Q4 2022

Feb 02, 2023
SELL
$57.8 - $66.02 $21,848 - $24,955
-378 Reduced 6.52%
5,418 $346,000
Q3 2022

Nov 08, 2022
SELL
$57.55 - $64.58 $1,553 - $1,743
-27 Reduced 0.46%
5,796 $334,000
Q2 2022

Aug 11, 2022
BUY
$56.56 - $68.08 $91,570 - $110,221
1,619 Added 38.51%
5,823 $353,000
Q1 2022

May 16, 2022
SELL
$60.62 - $68.16 $179,798 - $202,162
-2,966 Reduced 41.37%
4,204 $276,000
Q4 2021

Feb 04, 2022
BUY
$62.83 - $68.98 $450,491 - $494,586
7,170 New
7,170 $493,000

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
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More about FHLC
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