Beam Wealth Advisors, Inc. Ishares Morningstar Small Cap Transaction History
Beam Wealth Advisors, Inc.
- $306 Million
- Q4 2024
A detailed history of Beam Wealth Advisors, Inc. transactions in Ishares Morningstar Small Cap stock. As of the latest transaction made, Beam Wealth Advisors, Inc. holds 29,978 shares of ISCG stock, worth $1.42 Million. This represents 0.48% of its overall portfolio holdings.
Number of Shares
29,978
Previous 29,194
2.69%
Holding current value
$1.42 Million
Previous $1.43 Million
3.71%
% of portfolio
0.48%
Previous 0.44%
Shares
16 transactions
Others Institutions Holding ISCG
# of Institutions
146Shares Held
7.42MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY1.09MShares$51.4 Million0.0% of portfolio
-
Northwestern Mutual Wealth Management CO439KShares$20.7 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC413KShares$19.5 Million0.0% of portfolio
-
Avantax Advisory Services, Inc.395KShares$18.6 Million0.13% of portfolio
-
Lpl Financial LLC Fort Mill, SC389KShares$18.4 Million0.01% of portfolio