Beam Wealth Advisors, Inc. Fidelity Covington Tr Small Mi 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 |
|---|
Others Institutions Holding FSMD
# of Institutions
142Shares Held
16.4MCall Options Held
0Put Options Held
0-
Retirement Planning Group3.8MShares$164 Million8.22% of portfolio
-
Commonwealth Equity Services, LLC2.57MShares$111 Million0.15% of portfolio
-
Bank Of America Corp Charlotte, NC1.12MShares$48.2 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC845KShares$36.5 Million0.01% of portfolio
-
Advocacy Wealth Management Services, LLC687KShares$29.6 Million2.2% of portfolio