Beaumont Financial Advisors, LLC Fidelity Covington Tr Msci Fin 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 Fin stock. As of the latest transaction made, Beaumont Financial Advisors, LLC holds 22,050 shares of FNCL stock, worth $1.54 Million. This represents 0.13% of its overall portfolio holdings.
Number of Shares
22,050
Previous 21,036
4.82%
Holding current value
$1.54 Million
Previous $1.22 Million
15.6%
% of portfolio
0.13%
Previous 0.11%
Shares
5 transactions
Others Institutions Holding FNCL
# of Institutions
213Shares Held
10.3MCall Options Held
600Put Options Held
3.2K-
Lido Advisors, LLC Los Angeles, CA2.27MShares$158 Million0.71% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA2MShares$139 Million0.02% of portfolio
-
Agf Management LTD Toronto Ontario Canada, A6485KShares$33.8 Million0.17% of portfolio
-
Commonwealth Equity Services, LLC384KShares$26.8 Million0.04% of portfolio
-
Congress Wealth Management LLC Boston, MA318KShares$22.2 Million0.28% of portfolio