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

Mc Glone Suttner Wealth Management, Inc.

$715 Billion
Q3 2025

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 278,946 shares of FHLC stock, worth $20.3 Million. This represents 2.61% of its overall portfolio holdings.

Number of Shares

278,946

Previous 270,741 3.03%

Holding current value

$20.3 Million

Previous $17.3 Billion 7.73%

% of portfolio

2.61%

Previous 2.61%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 20, 2025	BUY	$61.56 - $66.95 $505,099 - $549,324	8,205 Added 3.03%	278,946 $18.7 Billion
Q2 2025 Jul 14, 2025	BUY	$61.03 - $67.59 $689,394 - $763,496	11,296 Added 4.35%	270,741 $17.3 Billion
Q1 2025 Apr 29, 2025	BUY	$65.44 - $70.64 $274,128 - $295,910	4,189 Added 1.64%	259,445 $17.7 Billion
Q4 2024 Jan 17, 2025	BUY	$64.85 - $73.04 $4.46 Million - $5.02 Million	68,775 Added 36.88%	255,256 $16.7 Billion
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

385

Shares Held

16.5M

Call Options Held

4.2K

Put Options Held

View Full List

About FIDELITY COVINGTON TR MSCI HEA

Ticker FHLC
Sector ETFs
Industry ETFs

More about FHLC

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Mc Glone Suttner Wealth Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Mc Glone Suttner Wealth Management, Inc. with notifications on news.

Account

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