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Provence Wealth Management Group’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History

Provence Wealth Management Group’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
2023
Q4 		$6.47K Hold
100
– – ﹤0.01% 336
2023
Q3 		$6.06K Buy
+100
New +$6.28K ﹤0.01% 335

Other funds holding FHLC

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 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 $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
TIA
Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Provence Wealth Management Group's FHLC Position: Q4 2023 in Review

Provence Wealth Management Group held its Fidelity MSCI Health Care Index ETF (FHLC) position steady in Q4 2023 at 100 shares worth $6.47K. The position accounts for ﹤0.01% of the portfolio, ranked #336.

Provence Wealth Management Group first reported a position in FHLC in Q3 2023 and has held it in 2 quarters since. 327 funds tracked by Wall St. Rank hold FHLC as of Q4 2023.

  • Provence Wealth Management Group held 100 shares of Fidelity MSCI Health Care Index ETF worth $6.47K as of Q4 2023.
  • Provence Wealth Management Group left its Fidelity MSCI Health Care Index ETF share count unchanged in Q4 2023.
  • Fidelity MSCI Health Care Index ETF made up ﹤0.01% of Provence Wealth Management Group's portfolio in Q4 2023, its #336 holding.
  • Provence Wealth Management Group first reported a position in Fidelity MSCI Health Care Index ETF in Q3 2023 and has held it in 2 quarters since.
  • 327 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q4 2023.

Based on Provence Wealth Management Group's 13F filing for Q4 2023, filed 6 Feb 2024.