Beaumont Financial Advisors, LLC Fidelity Covington Tr Msci Con Transaction History
Beaumont Financial Advisors, LLC
- $1.24 Billion
- Q3 2025
A detailed history of Beaumont Financial Advisors, LLC transactions in Fidelity Covington Tr Msci Con stock. As of the latest transaction made, Beaumont Financial Advisors, LLC holds 15,113 shares of FDIS stock, worth $1.49 Million. This represents 0.13% of its overall portfolio holdings.
Number of Shares
15,113
Previous 18,996
20.44%
Holding current value
$1.49 Million
Previous $1.79 Million
12.99%
% of portfolio
0.13%
Previous 0.16%
Shares
2 transactions
Others Institutions Holding FDIS
# of Institutions
255Shares Held
8.83MCall Options Held
0Put Options Held
0-
Lido Advisors, LLC Los Angeles, CA1.48MShares$146 Million0.48% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA1.22MShares$120 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC928KShares$91.5 Million0.01% of portfolio
-
Ae Wealth Management LLC763KShares$75.1 Million0.58% of portfolio
-
Richard Bernstein Advisors LLC492KShares$48.5 Million1.46% of portfolio