Beam Wealth Advisors, Inc. Fidelity Covington Tr Transaction History
Beam Wealth Advisors, Inc.
- $166 Million
- Q1 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 140,212 shares of FMAG stock, worth $4.16 Million. This represents 2.37% of its overall portfolio holdings.
Number of Shares
140,212
Previous 140,502
0.21%
Holding current value
$4.16 Million
Previous $3.39 Million
16.18%
% of portfolio
2.37%
Previous 2.16%
Shares
4 transactions
Others Institutions Holding FMAG
# of Institutions
19Shares Held
314KCall Options Held
0Put Options Held
0-
J.W. Cole Advisors, Inc.64.9KShares$1.93 Million0.09% of portfolio
-
Ubs Group Ag40.7KShares$1.21 Million0.0% of portfolio
-
Commonwealth Equity Services, LLC22.8KShares$675,6450.0% of portfolio
-
Summit X, LLC Chesterfield, MO14.3KShares$423,0640.1% of portfolio
-
Rockefeller Capital Management L.P. New York, NY10.1KShares$298,3610.0% of portfolio