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

Beaumont Financial Advisors, LLC

$1.14 Billion
Q4 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 60,831 shares of FUTY stock, worth $3.08 Million. This represents 0.26% of its overall portfolio holdings.

Number of Shares

60,831

Previous 52,977 14.83%

Holding current value

$3.08 Million

Previous $2.75 Million 8.05%

% of portfolio

0.26%

Previous 0.25%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 17, 2025	BUY	$48.17 - $53.38 $378,327 - $419,246	7,854 Added 14.83%	60,831 $2.97 Million
Q3 2024 Oct 09, 2024	SELL	$43.67 - $51.82 $94,327 - $111,931	-2,160 Reduced 3.92%	52,977 $2.75 Million
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	$39.83 - $46.97 $2.09 Million - $2.46 Million	52,381 New	52,381 $0

Others Institutions Holding FUTY

# of Institutions

231

Shares Held

17.3M

Call Options Held

Put Options Held

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About FIDELITY COVINGTON TR MSCI UTI

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