Beaumont Capital Management, LLC Fidelity Covington Tr Msci Con Transaction History
Beaumont Capital Management, LLC
- $136 Million
- Q1 2024
A detailed history of Beaumont Capital Management, LLC transactions in Fidelity Covington Tr Msci Con stock. As of the latest transaction made, Beaumont Capital Management, LLC holds 51,321 shares of FDIS stock, worth $4.26 Million. This represents 3.11% of its overall portfolio holdings.
Number of Shares
51,321
Previous 56,905
9.81%
Holding current value
$4.26 Million
Previous $4.49 Million
5.79%
% of portfolio
3.11%
Previous 3.41%
Shares
8 transactions
Others Institutions Holding FDIS
# of Institutions
195Shares Held
6.42MCall Options Held
2.5KPut Options Held
200-
Charles Schwab Investment Management Inc San Francisco, CA1.26MShares$104 Million0.02% of portfolio
-
Lido Advisors, LLC Los Angeles, CA1.23MShares$102 Million0.6% of portfolio
-
Ae Wealth Management LLC206KShares$17.1 Million0.21% of portfolio
-
Monumental Financial Group Inc.184KShares$15.2 Million8.39% of portfolio
-
Commonwealth Equity Services, LLC179KShares$14.8 Million0.02% of portfolio