Beam Wealth Advisors, Inc. Vanguard Mid Cap ETF Transaction History
Beam Wealth Advisors, Inc.
- $306 Million
- Q4 2024
A detailed history of Beam Wealth Advisors, Inc. transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Beam Wealth Advisors, Inc. holds 27,113 shares of VO stock, worth $7.33 Million. This represents 2.34% of its overall portfolio holdings.
Number of Shares
27,113
Previous 26,318
3.02%
Holding current value
$7.33 Million
Previous $6.94 Million
3.14%
% of portfolio
2.34%
Previous 2.13%
Shares
6 transactions
Others Institutions Holding VO
# of Institutions
2,287Shares Held
188MCall Options Held
55.1KPut Options Held
17.1K-
Wells Fargo & Company San Francisco, CA22.4MShares$6.06 Billion1.37% of portfolio
-
Jones Financial Companies Lllp17.4MShares$4.72 Billion4.4% of portfolio
-
Bank Of America Corp Charlotte, NC16.6MShares$4.48 Billion0.37% of portfolio
-
Creative Planning Overland Park, KS8.09MShares$2.19 Billion2.08% of portfolio
-
Morgan Stanley New York, NY7.67MShares$2.08 Billion0.15% of portfolio