Beam Wealth Advisors, Inc. Fidelity Covington Tr Transaction History
Beam Wealth Advisors, Inc.
- $321 Million
- Q2 2025
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 114,040 shares of FMAG stock, worth $4.02 Million. This represents 1.22% of its overall portfolio holdings.
Number of Shares
114,040
Previous 114,731
0.6%
Holding current value
$4.02 Million
Previous $3.34 Million
17.27%
% of portfolio
1.22%
Previous 1.16%
Shares
9 transactions
Others Institutions Holding FMAG
# of Institutions
34Shares Held
3.45MCall Options Held
0Put Options Held
0-
Fil LTD Hamilton, D01.74MShares$61.3 Million0.06% of portfolio
-
Wells Fargo & Company San Francisco, CA752KShares$26.5 Million0.01% of portfolio
-
Arkadios Wealth Advisors142KShares$5.02 Million0.15% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA122KShares$4.29 Million0.0% of portfolio
-
Envestnet Asset Management Inc106KShares$3.73 Million0.0% of portfolio