Beam Wealth Advisors, Inc. Vanguard Scottsdale Fds Total Put Options Transaction History

Beam Wealth Advisors, Inc.

$326 Million
Q3 2024

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding VTC

# of Institutions

101

Shares Held

7.93M

Call Options Held

0

Put Options Held

0

Nepc LLC Boston, MA

1.81M
Shares

$140 Million
4.33% of portfolio
Mill Creek Capital Advisors, LLC Conshohocken, PA

913K
Shares

$70.7 Million
1.77% of portfolio
Wedmont Private Capital

810K
Shares

$62.7 Million
3.68% of portfolio
Capital Asset Advisory Services LLC Haslett, MI

716K
Shares

$55.5 Million
2.83% of portfolio
Axxcess Wealth Management, LLC Carlsbad, CA

712K
Shares

$55.2 Million
1.45% of portfolio

About VANGUARD SCOTTSDALE FDS TOTAL

Ticker VTC
Sector ETFs
Industry ETFs

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