Beam Wealth Advisors, Inc. Vanguard Small Cap ETF Transaction History
Beam Wealth Advisors, Inc.
- $303 Million
- Q2 2024
A detailed history of Beam Wealth Advisors, Inc. transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Beam Wealth Advisors, Inc. holds 12,986 shares of VB stock, worth $3.07 Million. This represents 0.93% of its overall portfolio holdings.
Number of Shares
12,986
Previous 880
1375.68%
Holding current value
$3.07 Million
Previous $201,000
1308.46%
% of portfolio
0.93%
Previous 0.12%
Shares
11 transactions
Others Institutions Holding VB
# of Institutions
2,032Shares Held
147MCall Options Held
63.7KPut Options Held
17.3K-
Bank Of America Corp Charlotte, NC23.7MShares$5.61 Billion0.46% of portfolio
-
Morgan Stanley New York, NY7.18MShares$1.7 Billion0.12% of portfolio
-
Jones Financial Companies Lllp7.04MShares$1.67 Billion1.78% of portfolio
-
Envestnet Asset Management Inc5MShares$1.18 Billion0.39% of portfolio
-
Wells Fargo & Company San Francisco, CA4.4MShares$1.04 Billion0.24% of portfolio