CAM
FHLC icon

Creekmur Asset Management’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History

Creekmur Asset Management’s Portfolio FHLC Stock Details FHLC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$164K Buy
2,455
+1
+0% +$65 0.03% 219
2025
Q2 		$157K Sell
2,454
-70
-3% -$4.46K 0.03% 243
2025
Q1 		$172K Buy
2,524
+1
+0% +$69 0.04% 220
2024
Q4 		$165K Buy
2,523
+1
+0% +$69 0.04% 132
2024
Q3 		$184K Sell
2,522
-231
-8% -$16.5K 0.04% 122
2024
Q2 		$189K Sell
2,753
-836
-23% -$56.5K 0.05% 128
2024
Q1 		$250K Sell
3,589
-1,383
-28% -$93.7K 0.09% 98
2023
Q4 		$322K Buy
+4,972
New +$304K 0.1% 102

Other funds holding FHLC

Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $935M AUM 27.19% 1-Year Est. Return
WAM
Weatherly Asset Management Del Mar, California $1.24B AUM 22.2% 1-Year Est. Return
MSWM
McGlone Suttner Wealth Management Appleton, Wisconsin $755M AUM 16.66% 1-Year Est. Return