Beam Wealth Advisors, Inc. Invesco Exchange Traded Fd Tr Transaction History

Beam Wealth Advisors, Inc.

$166 Million
Q1 2024

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Jan 30, 2024	SELL	$39.87 - $46.1 $654,665 - $756,962	-16,420 Reduced 55.26%	13,293 $611,000
Q3 2023 Oct 26, 2023	SELL	$41.15 - $44.08 $402,405 - $431,058	-9,779 Reduced 24.76%	29,713 $1.23 Million
Q2 2023 Jul 26, 2023	SELL	$41.01 - $43.81 $189,097 - $202,007	-4,611 Reduced 10.46%	39,492 $1.69 Million
Q1 2023 Apr 26, 2023	SELL	$41.0 - $45.64 $52,275 - $58,191	-1,275 Reduced 2.81%	44,103 $1.89 Million
Q4 2022 Jan 20, 2023	BUY	$42.3 - $45.68 $123,600 - $133,476	2,922 Added 6.88%	45,378 $0

Q3 2022 Oct 20, 2022	BUY	$38.55 - $44.76 $48,380 - $56,173	1,255 Added 3.05%	42,456 $1.59 Million
Q2 2022 Aug 01, 2022	BUY	$41.62 - $47.6 $1.71 Million - $1.96 Million	41,201 New	41,201 $1.74 Million

Others Institutions Holding DJD

# of Institutions

61

Shares Held

2.57M

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

637K
Shares

$30.2 Million
0.02% of portfolio
Cibc World Market Inc. Toronto, A6

608K
Shares

$28.8 Million
0.07% of portfolio
Barry Investment Advisors, LLC

283K
Shares

$13.4 Million
4.57% of portfolio
Morris Retirement Advisors, LLC Parsippany, NJ

237K
Shares

$11.2 Million
6.81% of portfolio
Bank Of America Corp Charlotte, NC

130K
Shares

$6.18 Million
0.0% of portfolio

About INVESCO EXCHANGE-TRADED FD TR

Ticker DJD
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Beam Wealth Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Beam Wealth Advisors, Inc. with notifications on news.