Beam Wealth Advisors, Inc. T Rowe Price Exchange Traded F Transaction History
Beam Wealth Advisors, Inc.
- $326 Million
- Q3 2024
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 $492,934. This represents 0.15% of its overall portfolio holdings.
Number of Shares
11,898
Previous 10,011
18.85%
Holding current value
$492,934
Previous $385,000
26.49%
% of portfolio
0.15%
Previous 0.13%
Shares
3 transactions
Others Institutions Holding TDVG
# of Institutions
104Shares Held
12.4MCall Options Held
0Put Options Held
0-
National Pension Service Jeonju Si, Jeollabuk Do, M52.76MShares$114 Million0.11% of portfolio
-
Wny Asset Management, LLC Williamsville, NY1.63MShares$67.7 Million8.1% of portfolio
-
Bank Of America Corp Charlotte, NC1.15MShares$47.6 Million0.0% of portfolio
-
Price T Rowe Associates Inc Baltimore, MD1.13MShares$46.6 Million0.01% of portfolio
-
Sequoia Financial Advisors, LLC725KShares$30 Million0.33% of portfolio