Beam Wealth Advisors, Inc. Spdr Ser Tr Msci Usa Strategic Transaction History
Beam Wealth Advisors, Inc.
- $166 Million
- Q1 2024
Shares
4 transactions
Others Institutions Holding QUS
# of Institutions
165Shares Held
7.2MCall Options Held
0Put Options Held
0-
Colony Group LLC Boston, MA1.44MShares$214 Million2.62% of portfolio
-
Tolleson Wealth Management, Inc. Dallas, TX761KShares$113 Million21.69% of portfolio
-
Sfmg, LLC502KShares$74.3 Million6.35% of portfolio
-
Envestnet Asset Management Inc391KShares$57.8 Million0.02% of portfolio
-
Private Advisor Group, LLC318KShares$47.1 Million0.33% of portfolio