Beam Wealth Advisors, Inc. T Rowe Price Exchange Traded F Transaction History

Beam Wealth Advisors, Inc.

  • $306 Million
  • Q4 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 10,248 shares of TDVG stock, worth $420,475. This represents 0.13% of its overall portfolio holdings.

Number of Shares
10,248
Previous 11,898 13.87%
Holding current value
$420,475
Previous $487,000 16.84%
% of portfolio
0.13%
Previous 0.15%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 06, 2025
SELL
$39.51 - $41.92 $65,191 - $69,168
-1,650 Reduced 13.87%
10,248 $405,000
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

# of Institutions
109
Shares Held
12.1M
Call Options Held
0
Put Options Held
0
View Full List

About T ROWE PRICE EXCHANGE TRADED F

TDVG Quotes by TradingView
  • 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.

Choose your preferred platform and Sign Up 👇 Telegram Email