Beam Wealth Advisors, Inc. Invesco Exchange Traded Fd Tr Transaction History
Beam Wealth Advisors, Inc.
- $326 Million
- Q3 2024
Shares
7 transactions
Others Institutions Holding DJD
# of Institutions
66Shares Held
2.44MCall Options Held
0Put Options Held
0-
Cibc World Market Inc. Toronto, A6586KShares$30.5 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC521KShares$27.2 Million0.01% of portfolio
-
Barry Investment Advisors, LLC306KShares$15.9 Million5.0% of portfolio
-
Morris Retirement Advisors, LLC Parsippany, NJ232KShares$12.1 Million6.8% of portfolio
-
Bank Of America Corp Charlotte, NC132KShares$6.87 Million0.0% of portfolio