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

Beaumont Financial Advisors, LLC

$1.14 Billion
Q2 2025

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 26,145 shares of FTEC stock, worth $5.28 Million. This represents 0.45% of its overall portfolio holdings.

Number of Shares

26,145

Previous 17,094 52.95%

Holding current value

$5.28 Million

Previous $2.76 Million 87.08%

% of portfolio

0.45%

Previous 0.24%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 16, 2025	BUY	$139.8 - $197.22 $1.27 Million - $1.79 Million	9,051 Added 52.95%	26,145 $5.16 Million
Q1 2025 May 12, 2025	SELL	$161.27 - $192.3 $1.52 Million - $1.82 Million	-9,450 Reduced 35.6%	17,094 $2.76 Million
Q4 2024 Jan 17, 2025	BUY	$170.03 - $192.78 $153,877 - $174,465	905 Added 3.53%	26,544 $4.91 Million
Q3 2024 Oct 09, 2024	BUY	$152.9 - $180.39 $115,133 - $135,833	753 Added 3.03%	25,639 $4.47 Million
Q2 2024 Jul 24, 2024	SELL	$142.51 - $175.12 $82,370 - $101,219	-578 Reduced 2.27%	24,886 $4.27 Million
Q1 2024 May 10, 2024	SELL	$137.1 - $157.55 $299,563 - $344,246	-2,185 Reduced 7.9%	25,464 $3.97 Million
Q4 2023 Jan 31, 2024	SELL	$118.9 - $144.37 $1.45 Million - $1.76 Million	-12,189 Reduced 30.6%	27,649 $3.97 Million
Q3 2023 Nov 01, 2023	SELL	$121.1 - $135.73 $29,911 - $33,525	-247 Reduced 0.62%	39,838 $4.9 Million
Q2 2023 Aug 02, 2023	BUY	$108.86 - $131.04 $199,540 - $240,196	1,833 Added 4.79%	40,085 $5.24 Million
Q1 2023 May 08, 2023	BUY	$92.02 - $113.95 $1.78 Million - $2.2 Million	19,297 Added 101.8%	38,252 $4.36 Million
Q4 2022 Jan 25, 2023	BUY	$88.99 - $103.33 $1.69 Million - $1.96 Million	18,955 New	18,955 $0

Others Institutions Holding FTEC

# of Institutions

575

Shares Held

18.3M

Call Options Held

25.3K

Put Options Held

13.1K

View Full List

About FIDELITY COVINGTON TR MSCI INF

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