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

Beaumont Financial Advisors, LLC

$1.1 Billion
Q2 2024

A detailed history of Beaumont Financial Advisors, LLC transactions in Fidelity Covington Tr Msci Fin stock. As of the latest transaction made, Beaumont Financial Advisors, LLC holds 21,036 shares of FNCL stock, worth $1.35 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares

21,036

Previous 21,023 0.06%

Holding current value

$1.35 Million

Previous $1.25 Million 2.4%

% of portfolio

0.11%

Previous 0.12%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 24, 2024	BUY	$55.6 - $59.74 $722 - $776	13 Added 0.06%	21,036 $1.22 Million
Q1 2024 May 10, 2024	SELL	$52.62 - $59.4 $232,422 - $262,369	-4,417 Reduced 17.36%	21,023 $1.25 Million
Q4 2023 Jan 31, 2024	BUY	$44.01 - $53.82 $1.12 Million - $1.37 Million	25,440 New	25,440 $1.36 Million
Q4 2022 Jan 25, 2023	BUY	$43.24 - $51.2 $2.03 Million - $2.41 Million	46,983 New	46,983 $0

Others Institutions Holding FNCL

# of Institutions

204

Shares Held

9.89M

Call Options Held

100

Put Options Held

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About FIDELITY COVINGTON TR MSCI FIN

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