Beam Wealth Advisors, Inc. Ishares Core Dividend Growth E Transaction History
Beam Wealth Advisors, Inc.
- $306 Million
- Q4 2024
A detailed history of Beam Wealth Advisors, Inc. transactions in Ishares Core Dividend Growth E stock. As of the latest transaction made, Beam Wealth Advisors, Inc. holds 66,395 shares of DGRO stock, worth $4.23 Million. This represents 1.33% of its overall portfolio holdings.
Number of Shares
66,395
Previous 70,981
6.46%
Holding current value
$4.23 Million
Previous $4.45 Million
8.47%
% of portfolio
1.33%
Previous 1.37%
Shares
3 transactions
Others Institutions Holding DGRO
# of Institutions
1,205Shares Held
279MCall Options Held
62.4KPut Options Held
33.8K-
Morgan Stanley New York, NY18.4MShares$1.17 Billion0.08% of portfolio
-
Bank Of America Corp Charlotte, NC18.3MShares$1.16 Billion0.1% of portfolio
-
Lpl Financial LLC Fort Mill, SC14.8MShares$941 Million0.38% of portfolio
-
Envestnet Asset Management Inc10.7MShares$680 Million0.22% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL10.1MShares$641 Million0.23% of portfolio