Beam Wealth Advisors, Inc. Spdr Bloomberg 1 3 Month T Bil Transaction History
Beam Wealth Advisors, Inc.
- $303 Million
- Q2 2024
A detailed history of Beam Wealth Advisors, Inc. transactions in Spdr Bloomberg 1 3 Month T Bil stock. As of the latest transaction made, Beam Wealth Advisors, Inc. holds 66,776 shares of BIL stock, worth $6.13 Million. This represents 2.02% of its overall portfolio holdings.
Number of Shares
66,776
Previous 62,231
7.3%
Holding current value
$6.13 Million
Previous $5.71 Million
7.28%
% of portfolio
2.02%
Previous 3.44%
Shares
5 transactions
Others Institutions Holding BIL
# of Institutions
1,086Shares Held
222MCall Options Held
25.8KPut Options Held
42.2K-
Morgan Stanley New York, NY17.1MShares$1.57 Billion0.12% of portfolio
-
Bank Of America Corp Charlotte, NC16.3MShares$1.5 Billion0.13% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX15.7MShares$1.45 Billion1.3% of portfolio
-
Lpl Financial LLC Fort Mill, SC9.97MShares$915 Million0.47% of portfolio
-
Envestnet Asset Management Inc7.55MShares$693 Million0.25% of portfolio