Parisi Gray Wealth Management Fidelity Covington Tr Msci Hea Transaction History

Parisi Gray Wealth Management

$301 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2019 May 14, 2019	SELL	$39.87 - $45.16 $6,299 - $7,135	-158 Closed	0 $0
Q2 2018 Aug 13, 2018	BUY	$38.79 - $42.36 $6,128 - $6,692	158 New	158 $7,000

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
Sector ETFs
Industry ETFs

More about FHLC

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Parisi Gray Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Parisi Gray Wealth Management with notifications on news.