Beam Wealth Advisors, Inc. Ishares Tr Residential And Mul Transaction History
Beam Wealth Advisors, Inc.
- $321 Million
- Q2 2025
Shares
	  7 transactions
	
  Others Institutions Holding REZ
# of Institutions
188Shares Held
4.83MCall Options Held
3.1KPut Options Held
9.1K- 
    
      Morgan Stanley New York, NY529KShares$44.1 Million0.0% of portfolio
- 
    
      Franklin, Parlapiano, Turner & Welch, LLC469KShares$39.1 Million10.07% of portfolio
- 
    
      Northwestern Mutual Wealth Management CO293KShares$24.5 Million0.02% of portfolio
- 
    
      Aprio Wealth Management, LLC254KShares$21.2 Million2.59% of portfolio
- 
    
      Tobias Financial Advisors, Inc. Plantation, FL179KShares$15 Million2.6% of portfolio