Beam Wealth Advisors, Inc. Fidelity Covington Tr Transaction History
Beam Wealth Advisors, Inc.
- $326 Million
- Q3 2024
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
Others Institutions Holding FIDI
# of Institutions
35Shares Held
1.75MCall Options Held
0Put Options Held
0-
Commonwealth Equity Services, LLC430KShares$8.7 Million0.01% of portfolio
-
David Kennon Inc Sarasota, FL381KShares$7.71 Million3.6% of portfolio
-
Kestra Advisory Services, LLC194KShares$3.94 Million0.02% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ103KShares$2.09 Million0.01% of portfolio
-
Flputnam Investment Management CO Portland, ME76.9KShares$1.56 Million0.03% of portfolio