Beam Wealth Advisors, Inc. Msci Eafe Growth ETF Transaction History
Beam Wealth Advisors, Inc.
- $321 Million
- Q2 2025
A detailed history of Beam Wealth Advisors, Inc. transactions in Msci Eafe Growth ETF stock. As of the latest transaction made, Beam Wealth Advisors, Inc. holds 33,928 shares of EFG stock, worth $3.96 Million. This represents 1.19% of its overall portfolio holdings.
Number of Shares
33,928
Previous 31,882
6.42%
Holding current value
$3.96 Million
Previous $3.19 Million
19.17%
% of portfolio
1.19%
Previous 1.1%
Shares
9 transactions
Others Institutions Holding EFG
# of Institutions
1,108Shares Held
115MCall Options Held
100Put Options Held
0-
Envestnet Asset Management Inc16.9MShares$1.97 Billion0.58% of portfolio
-
Lpl Financial LLC Fort Mill, SC6.07MShares$709 Million0.24% of portfolio
-
Axiom Advisory, LLC San Diego, CA5.42MShares$633 Million5.34% of portfolio
-
Jpmorgan Chase & CO New York, NY4.87MShares$568 Million0.04% of portfolio
-
Jones Financial Companies Lllp4.66MShares$544 Million0.4% of portfolio