A detailed history of Beam Wealth Advisors, Inc. transactions in T Rowe Price Exchange Traded F stock. As of the latest transaction made, Beam Wealth Advisors, Inc. holds 11,898 shares of TDVG stock, worth $478,299. This represents 0.15% of its overall portfolio holdings.

Number of Shares
11,898
Previous 10,011 18.85%
Holding current value
$478,299
Previous $385,000 26.49%
% of portfolio
0.15%
Previous 0.13%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 04, 2024

BUY
$37.87 - $40.96 $71,460 - $77,291
1,887 Added 18.85%
11,898 $487,000
Q2 2024

Aug 07, 2024

BUY
$36.27 - $38.94 $29,378 - $31,541
810 Added 8.8%
10,011 $385,000
Q1 2024

Apr 30, 2024

BUY
$34.84 - $38.0 $320,562 - $349,638
9,201 New
9,201 $349,000

Others Institutions Holding TDVG

About T ROWE PRICE EXCHANGE TRADED F


  • Ticker TDVG
  • Sector Technology
More about TDVG
Track This Portfolio

Track Beam Wealth Advisors, Inc. Portfolio

Follow Beam Wealth Advisors, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Beam Wealth Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Beam Wealth Advisors, Inc. with notifications on news.