Mc Glone Suttner Wealth Management, Inc. Fidelity Covington Tr Msci Hea Transaction History

Mc Glone Suttner Wealth Management, Inc.

$481 Billion
Q3 2024

A detailed history of Mc Glone Suttner Wealth Management, Inc. transactions in Fidelity Covington Tr Msci Hea stock. As of the latest transaction made, Mc Glone Suttner Wealth Management, Inc. holds 186,481 shares of FHLC stock, worth $12.3 Million. This represents 2.82% of its overall portfolio holdings.

Number of Shares

186,481

Previous 234,661 20.53%

Holding current value

$12.3 Million

Previous $15.2 Billion 10.57%

% of portfolio

2.82%

Previous 3.12%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 10, 2024	SELL	$67.43 - $74.23 $3.25 Million - $3.58 Million	-48,180 Reduced 20.53%	186,481 $13.6 Billion
Q2 2024 Jul 18, 2024	BUY	$65.13 - $69.24 $236,226 - $251,133	3,627 Added 1.57%	234,661 $15.2 Billion
Q1 2024 Apr 18, 2024	SELL	$65.39 - $69.77 $237,169 - $253,055	-3,627 Reduced 1.55%	231,034 $16.1 Billion
Q4 2023 Jan 18, 2024	BUY	$57.52 - $64.73 $90,881 - $102,273	1,580 Added 0.68%	234,661 $15.2 Billion
Q3 2023 Oct 19, 2023	BUY	$60.58 - $64.65 $783,359 - $835,989	12,931 Added 5.87%	233,081 $14.1 Billion
Q2 2023 Jul 25, 2023	BUY	$60.33 - $64.26 $1.13 Million - $1.21 Million	18,770 Added 9.32%	220,150 $13.9 Billion
Q1 2023 Apr 20, 2023	BUY	$58.86 - $64.29 $2.81 Million - $3.07 Million	47,773 Added 31.1%	201,380 $12.4 Billion
Q4 2022 Feb 09, 2023	BUY	$57.8 - $66.02 $8.88 Million - $10.1 Million	153,607 New	153,607 $9.83 Billion

Others Institutions Holding FHLC

# of Institutions

337

Shares Held

14.7M

Call Options Held

Put Options Held

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About FIDELITY COVINGTON TR MSCI HEA

Ticker FHLC
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Mc Glone Suttner Wealth Management, Inc. Fidelity Covington Tr Msci Hea Transaction History