Beam Wealth Advisors, Inc. VALUED ADVISERS TR Transaction History

Beam Wealth Advisors, Inc.

  • $321 Million
  • Q2 2025
Number of Shares
37,359
Previous 26,434 41.33%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 04, 2025
BUY
N/A
10,925 Added 41.33%
37,359 $0
Q1 2025

May 09, 2025
BUY
N/A
26,434 New
26,434 $0
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