Beam Wealth Advisors, Inc. Msci Eafe Value ETF Transaction History
Beam Wealth Advisors, Inc.
- $306 Million
- Q4 2024
A detailed history of Beam Wealth Advisors, Inc. transactions in Msci Eafe Value ETF stock. As of the latest transaction made, Beam Wealth Advisors, Inc. holds 26,232 shares of EFV stock, worth $1.57 Million. This represents 0.45% of its overall portfolio holdings.
Number of Shares
26,232
Previous 23,931
9.62%
Holding current value
$1.57 Million
Previous $1.38 Million
-0.0%
% of portfolio
0.45%
Previous 0.42%
Shares
5 transactions
Others Institutions Holding EFV
# of Institutions
1,090Shares Held
324MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc58MShares$3.48 Billion1.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.2MShares$1.03 Billion0.38% of portfolio
-
Jpmorgan Chase & CO New York, NY14.3MShares$859 Million0.06% of portfolio
-
Us Bancorp \De\12.8MShares$767 Million0.89% of portfolio
-
Jones Financial Companies Lllp12.6MShares$755 Million0.63% of portfolio