Beam Wealth Advisors, Inc. Fidelity Covington Tr Call Options Transaction History
Beam Wealth Advisors, Inc.
- $326 Million
- Q3 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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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
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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