Beam Wealth Advisors, Inc. Ishares Tr Transaction History
Beam Wealth Advisors, Inc.
- $321 Million
- Q2 2025
Shares
	  4 transactions
	
  Others Institutions Holding LRGF
# of Institutions
234Shares Held
37.8MCall Options Held
0Put Options Held
0- 
    
      Strategic Financial Services, Inc, Utica, NY3.82MShares$262 Million13.3% of portfolio
- 
    
      Halbert Hargrove Global Advisors, LLC3.48MShares$239 Million11.9% of portfolio
- 
    
      Sig Fig Wealth Management, LLC San Francisco, CA2.49MShares$171 Million5.44% of portfolio
- 
    
      Tolleson Wealth Management, Inc. Dallas, TX2.1MShares$144 Million24.22% of portfolio
- 
    
      Wells Fargo & Company San Francisco, CA1.99MShares$136 Million0.03% of portfolio