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
Others Institutions Holding QDEF
# of Institutions
83Shares Held
4.42MCall Options Held
0Put Options Held
0-
Northern Trust Corp Chicago, IL3.3MShares$235 Million0.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC151KShares$10.8 Million0.0% of portfolio
-
Rvw Wealth, LLC91.5KShares$6.53 Million0.64% of portfolio
-
Sloy Dahl & Holst, LLC61.7KShares$4.4 Million0.8% of portfolio
-
Raymond James & Associates St Petersburg, FL47.9KShares$3.42 Million0.0% of portfolio