Beaumont Financial Advisors, LLC Fidelity Covington Tr Quality Transaction History
Beaumont Financial Advisors, LLC
- $1.14 Billion
- Q4 2024
A detailed history of Beaumont Financial Advisors, LLC transactions in Fidelity Covington Tr Quality stock. As of the latest transaction made, Beaumont Financial Advisors, LLC holds 3,868 shares of FQAL stock, worth $260,857. This represents 0.02% of its overall portfolio holdings.
Number of Shares
3,868
Previous 3,935
1.7%
Holding current value
$260,857
Previous $255,000
0.78%
% of portfolio
0.02%
Previous 0.02%
Shares
3 transactions
Others Institutions Holding FQAL
# of Institutions
109Shares Held
5.19MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc1.1MShares$74.2 Million0.02% of portfolio
-
Orgel Wealth Management, LLC965KShares$65.1 Million1.71% of portfolio
-
Kestra Advisory Services, LLC500KShares$33.8 Million0.19% of portfolio
-
High Probability Advisors, LLC Pittsford, NY273KShares$18.4 Million3.21% of portfolio
-
Great Lakes Retirement, Inc. Sandusky, OH237KShares$16 Million2.0% of portfolio