Beaumont Financial Advisors, LLC Fidelity Covington Tr Msci Hea Transaction History

Beaumont Financial Advisors, LLC

  • $1.14 Billion
  • Q4 2024

A detailed history of Beaumont Financial Advisors, LLC transactions in Fidelity Covington Tr Msci Hea stock. As of the latest transaction made, Beaumont Financial Advisors, LLC holds 3,300 shares of FHLC stock, worth $217,569. This represents 0.02% of its overall portfolio holdings.

Number of Shares
3,300
Previous 22,477 85.32%
Holding current value
$217,569
Previous $1.64 Million 86.86%
% of portfolio
0.02%
Previous 0.15%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 17, 2025
SELL
$64.85 - $73.04 $1.24 Million - $1.4 Million
-19,177 Reduced 85.32%
3,300 $215,000
Q3 2024

Oct 09, 2024
BUY
$67.43 - $74.23 $72,419 - $79,723
1,074 Added 5.02%
22,477 $1.64 Million
Q2 2024

Jul 24, 2024
SELL
$65.13 - $69.24 $13,612 - $14,471
-209 Reduced 0.97%
21,403 $1.47 Million
Q1 2024

May 10, 2024
SELL
$65.39 - $69.77 $231,284 - $246,776
-3,537 Reduced 14.06%
21,612 $1.51 Million
Q4 2023

Jan 31, 2024
BUY
$57.52 - $64.73 $1.21 Million - $1.36 Million
20,992 Added 504.98%
25,149 $1.63 Million
Q3 2023

Nov 01, 2023
SELL
$60.58 - $64.65 $10,298 - $10,990
-170 Reduced 3.93%
4,157 $251,000
Q1 2023

May 08, 2023
SELL
$58.86 - $64.29 $2.07 Million - $2.26 Million
-35,186 Reduced 89.05%
4,327 $265,000
Q4 2022

Jan 25, 2023
BUY
$57.8 - $66.02 $2.28 Million - $2.61 Million
39,513 New
39,513 $0

Others Institutions Holding FHLC

# of Institutions
370
Shares Held
15.6M
Call Options Held
0
Put Options Held
0
View Full List

About FIDELITY COVINGTON TR MSCI HEA

FHLC Quotes by TradingView
  • Ticker FHLC
  • Sector ETFs
  • Industry ETFs
More about FHLC
Track This Portfolio

Track Beaumont Financial Advisors, LLC Portfolio

Follow Beaumont Financial Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Beaumont Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Beaumont Financial Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email