Beam Wealth Advisors, Inc. Fidelity High Dividend ETF Transaction History
Beam Wealth Advisors, Inc.
- $326 Million
- Q3 2024
A detailed history of Beam Wealth Advisors, Inc. transactions in Fidelity High Dividend ETF stock. As of the latest transaction made, Beam Wealth Advisors, Inc. holds 28,756 shares of FDVV stock, worth $1.43 Million. This represents 0.45% of its overall portfolio holdings.
Number of Shares
28,756
Previous 31,001
7.24%
Holding current value
$1.43 Million
Previous $1.45 Million
0.41%
% of portfolio
0.45%
Previous 0.48%
Shares
2 transactions
Others Institutions Holding FDVV
# of Institutions
270Shares Held
23.7MCall Options Held
7.1KPut Options Held
0-
Commonwealth Equity Services, LLC2.77MShares$138 Million0.21% of portfolio
-
Morgan Stanley New York, NY1.57MShares$78.3 Million0.01% of portfolio
-
Envestnet Asset Management Inc1.25MShares$62.4 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC1.05MShares$52.2 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC936KShares$46.6 Million0.02% of portfolio