Beacon Financial Group Fidelity Covington Tr Quality Transaction History
Beacon Financial Group
- $944 Million
- Q3 2025
A detailed history of Beacon Financial Group transactions in Fidelity Covington Tr Quality stock. As of the latest transaction made, Beacon Financial Group holds 151,529 shares of FQAL stock, worth $11.2 Million. This represents 1.19% of its overall portfolio holdings.
Number of Shares
151,529
Previous 158,907
4.64%
Holding current value
$11.2 Million
Previous $11 Million
1.92%
% of portfolio
1.19%
Previous 1.23%
Shares
7 transactions
Others Institutions Holding FQAL
# of Institutions
134Shares Held
5.75MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc1.1MShares$81.7 Million0.02% of portfolio
-
Orgel Wealth Management, LLC932KShares$69.1 Million1.66% of portfolio
-
Kestra Advisory Services, LLC609KShares$45.1 Million0.22% of portfolio
-
High Probability Advisors, LLC Pittsford, NY303KShares$22.5 Million3.11% of portfolio
-
Great Lakes Retirement, Inc. Sandusky, OH239KShares$17.7 Million1.98% of portfolio