Summit Financial, LLC Fidelity Covington Tr Msci Hea Transaction History

Summit Financial, LLC

$2.54 Billion
Q3 2024

A detailed history of Summit Financial, LLC transactions in Fidelity Covington Tr Msci Hea stock. As of the latest transaction made, Summit Financial, LLC holds 13,875 shares of FHLC stock, worth $964,312. This represents 0.04% of its overall portfolio holdings.

Number of Shares

13,875

Holding current value

$964,312

% of portfolio

0.04%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Nov 12, 2024	BUY	$67.43 - $74.23 $935,591 - $1.03 Million	13,875 New	13,875 $1.01 Million

Others Institutions Holding FHLC

# of Institutions

350

Shares Held

15M

Call Options Held

Put Options Held

Lido Advisors, LLC Los Angeles, CA

1.74M
Shares

$121 Million
0.62% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

1.63M
Shares

$114 Million
0.02% of portfolio
Agf Management LTD Toronto Ontario Canada, A6

597K
Shares

$41.5 Million
0.21% of portfolio
Commonwealth Equity Services, LLC

520K
Shares

$36.1 Million
0.06% of portfolio
Morgan Stanley New York, NY

417K
Shares

$29 Million
0.0% of portfolio

View Full List

About FIDELITY COVINGTON TR MSCI HEA

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