Beam Wealth Advisors, Inc. Fidelity Covington Tr Transaction History

Beam Wealth Advisors, Inc.

  • $303 Million
  • Q2 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 120,363 shares of FMAG stock, worth $3.65 Million. This represents 1.18% of its overall portfolio holdings.

Number of Shares
120,363
Previous 140,212 14.16%
Holding current value
$3.65 Million
Previous $3.94 Million 9.25%
% of portfolio
1.18%
Previous 2.37%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 07, 2024
SELL
$26.49 - $30.07 $525,800 - $596,859
-19,849 Reduced 14.16%
120,363 $3.57 Million
Q1 2024

Apr 30, 2024
SELL
$23.56 - $28.23 $6,832 - $8,186
-290 Reduced 0.21%
140,212 $3.94 Million
Q4 2023

Jan 30, 2024
BUY
$20.56 - $24.17 $160,100 - $188,211
7,787 Added 5.87%
140,502 $3.39 Million
Q3 2023

Oct 26, 2023
SELL
$21.12 - $22.51 $84,142 - $89,679
-3,984 Reduced 2.91%
132,715 $2.83 Million
Q2 2023

Jul 26, 2023
BUY
$19.62 - $21.86 $2.68 Million - $2.99 Million
136,699 New
136,699 $2.99 Million

Others Institutions Holding FMAG

# of Institutions
24
Shares Held
495K
Call Options Held
0
Put Options Held
0
View Full List

About FIDELITY COVINGTON TR

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