Beam Wealth Advisors, Inc. Msci Eafe Growth ETF Transaction History

Beam Wealth Advisors, Inc.

$326 Million
Q3 2024

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 31,506 shares of EFG stock, worth $3.21 Million. This represents 1.04% of its overall portfolio holdings.

Number of Shares

31,506

Previous 28,531 10.43%

Holding current value

$3.21 Million

Previous $2.92 Million 16.21%

% of portfolio

1.04%

Previous 0.96%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 04, 2024	BUY	$96.84 - $108.77 $288,099 - $323,590	2,975 Added 10.43%	31,506 $3.39 Million
Q2 2024 Aug 07, 2024	BUY	$97.17 - $106.25 $1.21 Million - $1.32 Million	12,467 Added 77.61%	28,531 $2.92 Million
Q1 2024 Apr 30, 2024	BUY	$93.77 - $104.85 $7,501 - $8,388	80 Added 0.5%	16,064 $1.67 Million
Q4 2023 Jan 30, 2024	BUY	$82.53 - $96.98 $87,729 - $103,089	1,063 Added 7.12%	15,984 $1.55 Million
Q3 2023 Oct 26, 2023	SELL	$85.55 - $97.39 $442,464 - $503,701	-5,172 Reduced 25.74%	14,921 $1.29 Million
Q2 2023 Jul 26, 2023	BUY	$93.15 - $96.95 $1.87 Million - $1.95 Million	20,093 New	20,093 $1.92 Million

Others Institutions Holding EFG

# of Institutions

1,011

Shares Held

140M

Call Options Held

100

Put Options Held

View Full List

About MSCI EAFE GROWTH ETF

Ticker EFG
Sector ETFs
Industry ETFs

More about EFG

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. Msci Eafe Growth ETF Transaction History