Beam Wealth Advisors, Inc. Fidelity Covington Tr Msci Fin Transaction History

Beam Wealth Advisors, Inc.

$326 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2020 Apr 08, 2020	SELL	$24.81 - $45.08 $546,440 - $992,887	-22,025 Closed	0 $0
Q4 2019 Feb 14, 2020	BUY	$38.83 - $44.77 $855,230 - $986,059	22,025 New	22,025 $978,000

Others Institutions Holding FNCL

# of Institutions

214

Shares Held

10.3M

Call Options Held

600

Put Options Held

3.2K

Lido Advisors, LLC Los Angeles, CA

2.27M
Shares

$161 Million
0.71% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

2M
Shares

$142 Million
0.02% of portfolio
Agf Management LTD Toronto Ontario Canada, A6

485K
Shares

$34.4 Million
0.17% of portfolio
Commonwealth Equity Services, LLC

384K
Shares

$27.3 Million
0.04% of portfolio
Congress Wealth Management LLC Boston, MA

318K
Shares

$22.6 Million
0.28% of portfolio

About FIDELITY COVINGTON TR MSCI FIN

Ticker FNCL
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