Beam Wealth Advisors, Inc. Ishares Core S&P U.S Growth Et Transaction History
Beam Wealth Advisors, Inc.
- $306 Million
- Q4 2024
A detailed history of Beam Wealth Advisors, Inc. transactions in Ishares Core S&P U.S Growth Et stock. As of the latest transaction made, Beam Wealth Advisors, Inc. holds 26,883 shares of IUSG stock, worth $3.81 Million. This represents 1.22% of its overall portfolio holdings.
Number of Shares
26,883
Previous 29,545
9.01%
Holding current value
$3.81 Million
Previous $3.9 Million
3.87%
% of portfolio
1.22%
Previous 1.2%
Shares
3 transactions
Others Institutions Holding IUSG
# of Institutions
818Shares Held
117MCall Options Held
2.7KPut Options Held
100-
Bank Of America Corp Charlotte, NC39.5MShares$5.6 Billion0.47% of portfolio
-
Lpl Financial LLC Fort Mill, SC15.3MShares$2.17 Billion0.9% of portfolio
-
Morgan Stanley New York, NY13MShares$1.85 Billion0.13% of portfolio
-
Jones Financial Companies Lllp6.29MShares$892 Million0.84% of portfolio
-
Envestnet Asset Management Inc2.03MShares$288 Million0.09% of portfolio