Beam Wealth Advisors, Inc. Ishares Tr Transaction History
Beam Wealth Advisors, Inc.
- $289 Million
- Q1 2025
Shares
2 transactions
Others Institutions Holding IYY
# of Institutions
276Shares Held
3.64MCall Options Held
5.7KPut Options Held
0-
Morgan Stanley New York, NY454KShares$65.2 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC292KShares$42 Million0.02% of portfolio
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Savant Capital, LLC157KShares$22.6 Million0.16% of portfolio
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Pnc Financial Services Group, Inc. Pittsburgh, PA153KShares$22 Million0.01% of portfolio
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Wells Fargo & Company San Francisco, CA134KShares$19.2 Million0.0% of portfolio