Seven Springs Wealth Group, LLC Fidelity Covington Tr Msci Hea Transaction History

Seven Springs Wealth Group, LLC

$267 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2020 Apr 20, 2020	SELL	$36.18 - $51.11 $137,049 - $193,604	-3,788 Closed	0 $0
Q4 2019 Feb 21, 2020	BUY	$42.3 - $50.02 $160,232 - $189,475	3,788 New	3,788 $188,000

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
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