Beam Wealth Advisors, Inc. Fidelity Covington Tr Call Options Transaction History

Beam Wealth Advisors, Inc.

$289 Million
Q1 2025

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding FIDI

# of Institutions

46

Shares Held

1.8M

Call Options Held

0

Put Options Held

0

Commonwealth Equity Services, LLC

486K
Shares

$11.7 Million
0.01% of portfolio
David Kennon Inc Sarasota, FL

376K
Shares

$9 Million
3.64% of portfolio
Kestra Advisory Services, LLC

137K
Shares

$3.29 Million
0.01% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

104K
Shares

$2.49 Million
0.01% of portfolio
Concurrent Investment Advisors, LLC Tampa, FL

60K
Shares

$1.44 Million
0.03% of portfolio

About FIDELITY COVINGTON TR

Ticker FIDI
Sector ETFs
Industry ETFs

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