Beam Wealth Advisors, Inc. Spdr Ser Tr Msci Usa Strategic Transaction History
Beam Wealth Advisors, Inc.
- $321 Million
- Q2 2025
Shares
	  4 transactions
	
  Others Institutions Holding QUS
# of Institutions
193Shares Held
7.92MCall Options Held
1.9KPut Options Held
0- 
    
      Colony Group LLC Boston, MA1.44MShares$244 Million2.62% of portfolio
- 
    
      Tolleson Wealth Management, Inc. Dallas, TX568KShares$96.1 Million16.68% of portfolio
- 
    
      Sfmg, LLC519KShares$87.8 Million6.51% of portfolio
- 
    
      Private Advisor Group, LLC411KShares$69.5 Million0.38% of portfolio
- 
    
      Bank Of America Corp Charlotte, NC395KShares$66.8 Million0.0% of portfolio