Beam Wealth Advisors, Inc. Vaneck ETF Tr Transaction History
Beam Wealth Advisors, Inc.
- $326 Million
- Q3 2024
A detailed history of Beam Wealth Advisors, Inc. transactions in Vaneck ETF Tr stock. As of the latest transaction made, Beam Wealth Advisors, Inc. holds 13,196 shares of CLOI stock, worth $701,367. This represents 0.21% of its overall portfolio holdings.
Number of Shares
13,196
Previous 12,973
1.72%
Holding current value
$701,367
Previous $686,000
1.9%
% of portfolio
0.21%
Previous 0.23%
Shares
2 transactions
Others Institutions Holding CLOI
# of Institutions
111Shares Held
6.48MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC714KShares$38 Million0.02% of portfolio
-
Orion Portfolio Solutions, LLC677KShares$36 Million0.38% of portfolio
-
Capital Investment Advisors, LLC605KShares$32.1 Million0.67% of portfolio
-
Envestnet Asset Management Inc482KShares$25.6 Million0.01% of portfolio
-
Syon Capital LLC San Francisco, CA337KShares$17.9 Million1.58% of portfolio