Beam Wealth Advisors, Inc. Flexshares Us Quality Low Vola Transaction History
Beam Wealth Advisors, Inc.
- $321 Million
- Q2 2025
A detailed history of Beam Wealth Advisors, Inc. transactions in Flexshares Us Quality Low Vola stock. As of the latest transaction made, Beam Wealth Advisors, Inc. holds 14,996 shares of QLV stock, worth $1.04 Million. This represents 0.32% of its overall portfolio holdings.
Number of Shares
14,996
Previous 15,267
1.78%
Holding current value
$1.04 Million
Previous $1.01 Million
1.49%
% of portfolio
0.32%
Previous 0.35%
Shares
4 transactions
Others Institutions Holding QLV
# of Institutions
32Shares Held
1.1MCall Options Held
0Put Options Held
0-
Northern Trust Corp Chicago, IL326KShares$22.6 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC281KShares$19.5 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC145KShares$10.1 Million0.0% of portfolio
-
Morgan Stanley New York, NY60.6KShares$4.2 Million0.0% of portfolio
-
United Bank46.4KShares$3.22 Million1.22% of portfolio