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

Beam Wealth Advisors, Inc.

$321 Million
Q2 2025

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding FIDI

# of Institutions

43

Shares Held

1.89M

Call Options Held

0

Put Options Held

0

Commonwealth Equity Services, LLC

537K
Shares

$13.3 Million
0.02% of portfolio
David Kennon Inc Sarasota, FL

376K
Shares

$9.33 Million
3.64% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

109K
Shares

$2.69 Million
0.0% of portfolio
Kestra Advisory Services, LLC

86.2K
Shares

$2.14 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

66.6K
Shares

$1.65 Million
0.0% of portfolio

About FIDELITY COVINGTON TR

Ticker FIDI
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