Beacon Financial Group Fidelity Covington Tr Quality Transaction History
Beacon Financial Group
- $896 Million
- Q2 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 158,907 shares of FQAL stock, worth $11.4 Million. This represents 1.23% of its overall portfolio holdings.
Number of Shares
158,907
Previous 172,317
7.78%
Holding current value
$11.4 Million
Previous $11 Million
0.32%
% of portfolio
1.23%
Previous 1.26%
Shares
6 transactions
Others Institutions Holding FQAL
# of Institutions
133Shares Held
5.7MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc1.1MShares$79.1 Million0.02% of portfolio
-
Orgel Wealth Management, LLC951KShares$68.3 Million1.68% of portfolio
-
Kestra Advisory Services, LLC609KShares$43.7 Million0.22% of portfolio
-
High Probability Advisors, LLC Pittsford, NY295KShares$21.2 Million3.07% of portfolio
-
Great Lakes Retirement, Inc. Sandusky, OH239KShares$17.2 Million1.98% of portfolio