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

Executive Wealth Management, LLC

$1.16 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2019 Aug 01, 2019	BUY	$41.59 - $45.36 $41 - $45	1 Added 0.51%	198 $9,000
Q4 2018 Feb 19, 2019	BUY	$38.8 - $46.93 $7,643 - $9,245	197 New	197 $8,000

Others Institutions Holding FHLC

# of Institutions

337

Shares Held

14.7M

Call Options Held

0

Put Options Held

0

Lido Advisors, LLC Los Angeles, CA

1.74M
Shares

$115 Million
0.62% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

1.56M
Shares

$104 Million
0.02% of portfolio
Commonwealth Equity Services, LLC

520K
Shares

$34.4 Million
0.06% of portfolio
Agf Management LTD Toronto Ontario Canada, A6

508K
Shares

$33.6 Million
0.2% of portfolio
Morgan Stanley New York, NY

417K
Shares

$27.6 Million
0.0% of portfolio

About FIDELITY COVINGTON TR MSCI HEA

Ticker FHLC
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