Beam Wealth Advisors, Inc. Ishares Tr Core Aggressive All Transaction History

Beam Wealth Advisors, Inc.

$326 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Jan 14, 2022	SELL	$69.49 - $73.61 $253,638 - $268,676	-3,650 Closed	0 $0
Q3 2021 Oct 14, 2021	BUY	$69.28 - $72.77 $252,872 - $265,610	3,650 New	3,650 $255,000

Others Institutions Holding AOA

# of Institutions

347

Shares Held

8.52M

Call Options Held

0

Put Options Held

0

North Star Asset Management LLC /Nj/ Hackettstown, NJ

2.19M
Shares

$173 Million
1.41% of portfolio
Rockefeller Capital Management L.P. New York, NY

515K
Shares

$40.7 Million
0.11% of portfolio
Assetmark, Inc

273K
Shares

$21.5 Million
0.06% of portfolio
Raymond James Financial Inc St. Petersburg, FL

269K
Shares

$21.2 Million
0.01% of portfolio
Cambridge Investment Research Advisors, Inc.

192K
Shares

$15.1 Million
0.05% of portfolio

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