Beaumont Financial Advisors, LLC Fidelity Covington Tr Quality Transaction History
Beaumont Financial Advisors, LLC
- $1.06 Billion
- Q1 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 5,095 shares of FQAL stock, worth $320,373. This represents 0.03% of its overall portfolio holdings.
Number of Shares
5,095Holding current value
$320,373% of portfolio
0.03%Shares
1 transactions
Others Institutions Holding FQAL
# of Institutions
86Shares Held
5.89MCall Options Held
0Put Options Held
0-
Orgel Wealth Management, LLC2.03MShares$128 Million3.41% of portfolio
-
Envestnet Asset Management Inc1.03MShares$64.7 Million0.02% of portfolio
-
Kestra Advisory Services, LLC523KShares$32.9 Million0.21% of portfolio
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Great Lakes Retirement, Inc. Sandusky, OH261KShares$16.4 Million2.27% of portfolio
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Smith Chas P & Associates Pa Cpas250KShares$15.7 Million0.89% of portfolio