Beaumont Financial Advisors, LLC Fidelity Covington Tr Msci Inf 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 Inf stock. As of the latest transaction made, Beaumont Financial Advisors, LLC holds 24,886 shares of FTEC stock, worth $4.33 Million. This represents 0.39% of its overall portfolio holdings.
Number of Shares
24,886
Previous 25,464
2.27%
Holding current value
$4.33 Million
Previous $3.97 Million
7.56%
% of portfolio
0.39%
Previous 0.38%
Shares
7 transactions
Others Institutions Holding FTEC
# of Institutions
467Shares Held
14.1MCall Options Held
19.2KPut Options Held
6.1K-
Charles Schwab Investment Management Inc San Francisco, CA2.3MShares$399 Million0.08% of portfolio
-
Lido Advisors, LLC Los Angeles, CA1.85MShares$323 Million1.78% of portfolio
-
Churchill Management Corp1.27MShares$221 Million2.59% of portfolio
-
Commonwealth Equity Services, LLC844KShares$147 Million0.23% of portfolio
-
Envestnet Asset Management Inc427KShares$74.3 Million0.03% of portfolio