Beam Wealth Advisors, Inc. Flexshares Quality Div Defensi Transaction History

Beam Wealth Advisors, Inc.

  • $326 Million
  • Q3 2024

A detailed history of Beam Wealth Advisors, Inc. transactions in Flexshares Quality Div Defensi stock. As of the latest transaction made, Beam Wealth Advisors, Inc. holds 16,457 shares of QDEF stock, worth $1.17 Million. This represents 0.36% of its overall portfolio holdings.

Number of Shares
16,457
Previous 16,896 2.6%
Holding current value
$1.17 Million
Previous $1.11 Million 6.23%
% of portfolio
0.36%
Previous 0.37%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 04, 2024
SELL
$65.13 - $71.51 $28,592 - $31,392
-439 Reduced 2.6%
16,457 $1.18 Million
Q2 2024

Aug 07, 2024
BUY
$60.83 - $66.4 $1.03 Million - $1.12 Million
16,896 New
16,896 $1.11 Million

Others Institutions Holding QDEF

# of Institutions
85
Shares Held
4.42M
Call Options Held
0
Put Options Held
0
View Full List

About FLEXSHARES QUALITY DIV DEFENSI

QDEF Quotes by TradingView
  • Ticker QDEF
  • Sector ETFs
  • Industry ETFs
More about QDEF
Track This Portfolio

Track Beam Wealth Advisors, Inc. Portfolio

Follow Beam Wealth Advisors, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Beam Wealth Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Beam Wealth Advisors, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email