Beam Wealth Advisors, Inc. Proshares Tr S&P Midcap 400 Di Transaction History
Beam Wealth Advisors, Inc.
- $289 Million
- Q1 2025
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 10,585 shares of REGL stock, worth $857,914. This represents 0.3% of its overall portfolio holdings.
Number of Shares
10,585
Previous 10,322
2.55%
Holding current value
$857,914
Previous $832,000
2.52%
% of portfolio
0.3%
Previous 0.27%
Shares
3 transactions
Others Institutions Holding REGL
# of Institutions
239Shares Held
14.4MCall Options Held
0Put Options Held
0-
Coldstream Capital Management Inc2.51MShares$203 Million4.36% of portfolio
-
Morgan Stanley New York, NY2.25MShares$182 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC684KShares$55.4 Million0.02% of portfolio
-
Wells Fargo & Company San Francisco, CA674KShares$54.7 Million0.01% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL648KShares$52.5 Million0.02% of portfolio