A detailed history of Beam Wealth Advisors, Inc. transactions in Fidelity Covington Tr stock. As of the latest transaction made, Beam Wealth Advisors, Inc. holds 82,721 shares of FIDI stock, worth $1.67 Million. This represents 0.55% of its overall portfolio holdings.

Number of Shares
82,721
Previous 77,652 6.53%
Holding current value
$1.67 Million
Previous $1.58 Million 14.14%
% of portfolio
0.55%
Previous 0.52%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 04, 2024

BUY
$19.71 - $21.83 $99,909 - $110,656
5,069 Added 6.53%
82,721 $1.8 Million
Q2 2024

Aug 07, 2024

BUY
$20.08 - $21.75 $78,151 - $84,651
3,892 Added 5.28%
77,652 $1.58 Million
Q1 2024

Apr 30, 2024

BUY
$19.7 - $21.05 $15,405 - $16,461
782 Added 1.07%
73,760 $1.54 Million
Q4 2023

Jan 30, 2024

BUY
$17.74 - $20.62 $141,511 - $164,485
7,977 Added 12.27%
72,978 $1.5 Million
Q3 2023

Oct 26, 2023

BUY
$18.52 - $20.07 $1.2 Million - $1.3 Million
65,001 New
65,001 $1.21 Million

Others Institutions Holding FIDI

About FIDELITY COVINGTON TR


  • Ticker FIDI
  • Sector ETFs
  • Industry ETFs
More about FIDI
Track This Portfolio

Track Beam Wealth Advisors, Inc. Portfolio

Follow Beam Wealth Advisors, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Beam Wealth Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Beam Wealth Advisors, Inc. with notifications on news.