Beam Wealth Advisors, Inc. Vanguard Mega Cap ETF Transaction History
Beam Wealth Advisors, Inc.
- $289 Million
- Q1 2025
Shares
5 transactions
Others Institutions Holding MGC
# of Institutions
506Shares Held
16MCall Options Held
13.2KPut Options Held
100-
Bank Of America Corp Charlotte, NC1.58MShares$366 Million0.03% of portfolio
-
Wells Fargo & Company San Francisco, CA595KShares$138 Million0.03% of portfolio
-
Morgan Stanley New York, NY559KShares$129 Million0.01% of portfolio
-
Envestnet Asset Management Inc522KShares$121 Million0.04% of portfolio
-
New York Life Investment Management LLC New York, NY500KShares$116 Million1.09% of portfolio