Beam Wealth Advisors, Inc. Proshares Tr S&P Midcap 400 Di Transaction History
Beam Wealth Advisors, Inc.
- $303 Million
- Q2 2024
A detailed history of Beam Wealth Advisors, Inc. transactions in Proshares Tr S&P Midcap 400 Di stock. As of the latest transaction made, Beam Wealth Advisors, Inc. holds 10,360 shares of REGL stock, worth $845,065. This represents 0.25% of its overall portfolio holdings.
Number of Shares
10,360Holding current value
$845,065% of portfolio
0.25%Shares
1 transactions
Others Institutions Holding REGL
# of Institutions
218Shares Held
13.6MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY2.32MShares$189 Million0.01% of portfolio
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Coldstream Capital Management Inc2.29MShares$187 Million4.13% of portfolio
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Wells Fargo & Company San Francisco, CA893KShares$72.9 Million0.02% of portfolio
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Lpl Financial LLC Fort Mill, SC667KShares$54.4 Million0.03% of portfolio
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Northwestern Mutual Wealth Management CO566KShares$46.2 Million0.04% of portfolio