PIA
FHLC icon

Panoramic Investment Advisors’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History

Panoramic Investment Advisors’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 		– Sell
-3,314
Closed -$212K – 128
2025
Q2 		$212K Sell
3,314
-357
-10% -$22.7K 0.13% 114
2025
Q1 		$251K Buy
3,671
+11
+0.3% +$755 0.17% 100
2024
Q4 		$239K Buy
3,660
+12
+0.3% +$834 0.16% 102
2024
Q3 		$266K Buy
+3,648
New +$261K 0.18% 97
2024
Q1 		$275K Sell
3,939
-304
-7% -$20.6K 0.2% 88
2023
Q4 		$275K Sell
4,243
-432
-9% -$26.4K 0.24% 84
2023
Q3 		$283K Buy
+4,675
New +$294K 0.26% 76
2022
Q4 		$308K Buy
+4,808
New +$301K 0.32% 70

Other funds holding FHLC

Lido Advisors
Lido Advisors Los Angeles, California $25.5B 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 $376B 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