Beam Wealth Advisors, Inc. Ishares Tr Transaction History
Beam Wealth Advisors, Inc.
- $303 Million
- Q2 2024
Shares
3 transactions
Others Institutions Holding ITA
# of Institutions
662Shares Held
24.1MCall Options Held
169KPut Options Held
180K-
Bank Of America Corp Charlotte, NC9.16MShares$1.35 Billion0.11% of portfolio
-
Morgan Stanley New York, NY1.81MShares$268 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC905KShares$133 Million0.06% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN758KShares$112 Million0.03% of portfolio
-
Wells Fargo & Company San Francisco, CA713KShares$105 Million0.02% of portfolio