Beam Wealth Advisors, Inc. Proshares Tr S&P Midcap 400 Di Transaction History

Beam Wealth Advisors, Inc.

$326 Million
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Aug 07, 2024	BUY	$73.16 - $77.93 $757,937 - $807,354	10,360 New	10,360 $762,000

Others Institutions Holding REGL

# of Institutions

222

Shares Held

13.5M

Call Options Held

0

Put Options Held

0

Coldstream Capital Management Inc

2.35M
Shares

$190 Million
4.19% of portfolio
Morgan Stanley New York, NY

2.31M
Shares

$187 Million
0.01% of portfolio
Wells Fargo & Company San Francisco, CA

806K
Shares

$65.2 Million
0.02% of portfolio
Lpl Financial LLC Fort Mill, SC

648K
Shares

$52.5 Million
0.02% of portfolio
Northwestern Mutual Wealth Management CO

582K
Shares

$47.1 Million
0.04% of portfolio

About PROSHARES TR S&P MIDCAP 400 DI

Ticker REGL
Sector ETFs
Industry ETFs

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