Beaumont Financial Advisors, LLC Fidelity Covington Tr Msci Uti 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 Uti stock. As of the latest transaction made, Beaumont Financial Advisors, LLC holds 55,137 shares of FUTY stock, worth $2.71 Million. This represents 0.22% of its overall portfolio holdings.

Number of Shares

55,137

Previous 55,351 0.39%

Holding current value

$2.71 Million

Previous $2.35 Million 3.24%

% of portfolio

0.22%

Previous 0.22%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 24, 2024	SELL	$40.5 - $47.0 $8,667 - $10,058	-214 Reduced 0.39%	55,137 $2.42 Million
Q1 2024 May 10, 2024	SELL	$38.61 - $42.42 $101,969 - $112,031	-2,641 Reduced 4.55%	55,351 $2.35 Million
Q4 2023 Jan 31, 2024	BUY	$36.18 - $42.29 $1.2 Million - $1.4 Million	33,119 Added 133.15%	57,992 $2.37 Million
Q3 2023 Nov 01, 2023	BUY	$37.86 - $44.18 $941,691 - $1.1 Million	24,873 New	24,873 $943,000
Q4 2022 Jan 25, 2023	BUY	$42.51 - $46.97 $2.23 Million - $2.46 Million	52,381 New	52,381 $0

Others Institutions Holding FUTY

# of Institutions

186

Shares Held

10.6M

Call Options Held

Put Options Held

View Full List

About FIDELITY COVINGTON TR MSCI UTI

Ticker FUTY
Sector ETFs
Industry ETFs

More about FUTY

Track This Portfolio

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.

Account

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