Beaumont Financial Advisors, LLC Fidelity Covington Tr Msci Ind Transaction History
Beaumont Financial Advisors, LLC
- $1.11 Billion
- Q3 2024
A detailed history of Beaumont Financial Advisors, LLC transactions in Fidelity Covington Tr Msci Ind stock. As of the latest transaction made, Beaumont Financial Advisors, LLC holds 20,272 shares of FIDU stock, worth $1.48 Million. This represents 0.13% of its overall portfolio holdings.
Number of Shares
20,272
Previous 18,456
9.84%
Holding current value
$1.48 Million
Previous $1.21 Million
21.31%
% of portfolio
0.13%
Previous 0.11%
Shares
8 transactions
Others Institutions Holding FIDU
# of Institutions
155Shares Held
8.05MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA1.89MShares$137 Million0.02% of portfolio
-
Lido Advisors, LLC Los Angeles, CA1.49MShares$109 Million0.55% of portfolio
-
Ae Wealth Management LLC696KShares$50.8 Million0.5% of portfolio
-
Northwestern Mutual Wealth Management CO624KShares$45.5 Million0.04% of portfolio
-
Commonwealth Equity Services, LLC258KShares$18.8 Million0.03% of portfolio