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 $1.71 Million. This represents 0.55% of its overall portfolio holdings.

Number of Shares
82,721
Previous 77,652 6.53%
Holding current value
$1.71 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

# of Institutions
36
Shares Held
1.79M
Call Options Held
0
Put Options Held
0
View Full List

About FIDELITY COVINGTON TR

FIDI Quotes by TradingView
  • Ticker FIDI
  • Sector ETFs
  • Industry ETFs
More about FIDI
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