Beacon Capital Management, LLC Fidelity Covington Tr Msci Fin Transaction History

Beacon Capital Management, LLC

$625 Million
Q4 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Jan 27, 2023	SELL	$43.24 - $51.2 $432 - $512	-10 Reduced 13.51%	64 $0
Q1 2022 May 16, 2022	BUY	$50.54 - $58.97 $3,739 - $4,363	74 New	74 $4,000

Others Institutions Holding FNCL

# of Institutions

261

Shares Held

11.5M

Call Options Held

100

Put Options Held

0

Lido Advisors, LLC Los Angeles, CA

2.31M
Shares

$158 Million
0.73% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

1.92M
Shares

$132 Million
0.03% of portfolio
Agf Management LTD Toronto Ontario Canada, A6

751K
Shares

$51.6 Million
0.27% of portfolio
Commonwealth Equity Services, LLC

634K
Shares

$43.6 Million
0.06% of portfolio
Congress Wealth Management LLC Boston, MA

321K
Shares

$22.1 Million
0.32% of portfolio

About FIDELITY COVINGTON TR MSCI FIN

Ticker FNCL
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