Mark Sheptoff Financial Planning, LLC Fidelity Covington Tr Msci Hea Transaction History
Mark Sheptoff Financial Planning, LLC
- $197 Million
- Q3 2025
A detailed history of Mark Sheptoff Financial Planning, LLC transactions in Fidelity Covington Tr Msci Hea stock. As of the latest transaction made, Mark Sheptoff Financial Planning, LLC holds 33 shares of FHLC stock, worth $2,401. This represents 0.0% of its overall portfolio holdings.
Number of Shares
33Holding current value
$2,401% of portfolio
0.0%Shares
1 transactions
Others Institutions Holding FHLC
# of Institutions
388Shares Held
16.1MCall Options Held
4.2KPut Options Held
0-
Lido Advisors, LLC Los Angeles, CA2.04MShares$148 Million0.43% of portfolio
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Charles Schwab Investment Management Inc San Francisco, CA1.92MShares$140 Million0.02% of portfolio
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Agf Management LTD Toronto Ontario Canada, A6907KShares$66 Million0.29% of portfolio
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Lpl Financial LLC Fort Mill, SC646KShares$47 Million0.01% of portfolio
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Morgan Stanley New York, NY473KShares$34.5 Million0.0% of portfolio