Tyler-Stone Wealth Management’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History

Tyler-Stone Wealth 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
2024 Q3	–	Sell	-89	Closed	-$6.11K	–	518
2024 Q2	$6.11K	Hold	89	–	–	﹤0.01%	722
2024 Q1	$6.21K	Hold	89	–	–	﹤0.01%	723
2023 Q4	$5.76K	Hold	89	–	–	﹤0.01%	704
2023 Q3	$5K	Hold	89	–	–	﹤0.01%	708
2023 Q2	$6K	Buy	+89	New	+$5.58K	﹤0.01%	678
2022 Q4	$6K	Hold	89	–	–	﹤0.01%	633
2022 Q3	$5K	Hold	89	–	–	﹤0.01%	637
2022 Q2	$5K	Hold	89	–	–	﹤0.01%	663
2022 Q1	$6K	Hold	89	–	–	﹤0.01%	645
2021 Q4	$6K	Buy	+89	New	+$5.85K	﹤0.01%	675

Other funds holding FHLC

Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $16.5B AUM 68.34% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return

Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return