Beacon Financial Advisory LLC Fidelity Covington Tr Transaction History

Beacon Financial Advisory LLC

$373 Million
Q3 2025

A detailed history of Beacon Financial Advisory LLC transactions in Fidelity Covington Tr stock. As of the latest transaction made, Beacon Financial Advisory LLC holds 7,000 shares of FSMO stock, worth $184,030. This represents 0.05% of its overall portfolio holdings.

Number of Shares

7,000

Holding current value

$184,030

% of portfolio

0.05%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2025 Oct 29, 2025	BUY	N/A	7,000 New	7,000 $184,000

Others Institutions Holding FSMO

# of Institutions

Shares Held

2.68M

Call Options Held

Put Options Held

Evernest Financial Advisors, LLC Carmel, IN

407K
Shares

$10.7 Million
3.88% of portfolio
Kerntke Otto Mc Glone Wealth Management Group Appleton, WI

391K
Shares

$10.3 Million
7.85% of portfolio
Commonwealth Equity Services, LLC

353K
Shares

$9.28 Million
0.01% of portfolio
Rfg Advisory, LLC Birmingham, AL

349K
Shares

$9.18 Million
0.35% of portfolio
Menora Mivtachim Holdings Ltd.

228K
Shares

$5.98 Million
0.04% of portfolio

View Full List

About FIDELITY COVINGTON TR

Ticker FSMO
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Beacon Financial Advisory LLC Fidelity Covington Tr Transaction History