Montis Financial, LLC Fidelity Covington Tr Msci Hea Transaction History

Montis Financial, LLC

$280 Million
Q3 2024

A detailed history of Montis Financial, LLC transactions in Fidelity Covington Tr Msci Hea stock. As of the latest transaction made, Montis Financial, LLC holds 3,901 shares of FHLC stock, worth $274,123. This represents 0.1% of its overall portfolio holdings.

Number of Shares

3,901

Holding current value

$274,123

% of portfolio

0.1%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 10, 2024	BUY	$67.43 - $74.23 $263,044 - $289,571	3,901 New	3,901 $283,000

Others Institutions Holding FHLC

# of Institutions

336

Shares Held

16.8M

Call Options Held

Put Options Held

Charles Schwab Investment Management Inc San Francisco, CA

3.5M
Shares

$246 Million
0.05% of portfolio
Lido Advisors, LLC Los Angeles, CA

1.94M
Shares

$136 Million
0.75% of portfolio
Commonwealth Equity Services, LLC

520K
Shares

$36.5 Million
0.06% of portfolio
Lpl Financial LLC Fort Mill, SC

499K
Shares

$35.1 Million
0.02% of portfolio
Morgan Stanley New York, NY

447K
Shares

$31.4 Million
0.0% of portfolio

View Full List

About FIDELITY COVINGTON TR MSCI HEA

Ticker FHLC
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Montis Financial, LLC Fidelity Covington Tr Msci Hea Transaction History