Beam Wealth Advisors, Inc. Global X Fds Dow 30 Covered Ca Transaction History

Beam Wealth Advisors, Inc.

$326 Million
Q3 2024

A detailed history of Beam Wealth Advisors, Inc. transactions in Global X Fds Dow 30 Covered Ca stock. As of the latest transaction made, Beam Wealth Advisors, Inc. holds 12,578 shares of DJIA stock, worth $295,205. This represents 0.09% of its overall portfolio holdings.

Number of Shares

12,578

Previous 13,040 3.54%

Holding current value

$295,205

Previous $288,000 0.35%

% of portfolio

0.09%

Previous 0.09%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 04, 2024	SELL	$21.45 - $23.13 $9,909 - $10,686	-462 Reduced 3.54%	12,578 $289,000
Q2 2024 Aug 07, 2024	BUY	$21.48 - $22.7 $1,718 - $1,816	80 Added 0.62%	13,040 $288,000
Q1 2024 Apr 30, 2024	BUY	$21.86 - $22.81 $4,831 - $5,041	221 Added 1.73%	12,960 $295,000
Q4 2023 Jan 30, 2024	SELL	$20.82 - $22.0 $64,250 - $67,892	-3,086 Reduced 19.5%	12,739 $279,000
Q3 2023 Oct 26, 2023	BUY	$21.28 - $22.42 $3,851 - $4,058	181 Added 1.16%	15,825 $337,000
Q2 2023 Jul 26, 2023	SELL	$21.26 - $22.31 $17,815 - $18,695	-838 Reduced 5.08%	15,644 $346,000
Q1 2023 Apr 26, 2023	BUY	$21.3 - $22.6 $39,234 - $41,629	1,842 Added 12.58%	16,482 $357,000
Q4 2022 Jan 20, 2023	SELL	$20.51 - $22.97 $8,429 - $9,440	-411 Reduced 2.73%	14,640 $0
Q3 2022 Oct 20, 2022	BUY	$20.31 - $23.46 $305,685 - $353,096	15,051 New	15,051 $306,000

Others Institutions Holding DJIA

# of Institutions

Shares Held

1.22M

Call Options Held

Put Options Held

View Full List

About GLOBAL X FDS DOW 30 COVERED CA

Ticker DJIA
Sector ETFs
Industry ETFs

More about DJIA

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.

Account

Beam Wealth Advisors, Inc. Global X Fds Dow 30 Covered Ca Transaction History