Beam Wealth Advisors, Inc. Flexshares Quality Div Defensi Transaction History

Beam Wealth Advisors, Inc.

  • $330 Million
  • Q3 2025

A detailed history of Beam Wealth Advisors, Inc. transactions in Flexshares Quality Div Defensi stock. As of the latest transaction made, Beam Wealth Advisors, Inc. holds 11,857 shares of QDEF stock, worth $943,105. This represents 0.29% of its overall portfolio holdings.

Number of Shares
11,857
Previous 14,821 20.0%
Holding current value
$943,105
Previous $1.1 Million 13.58%
% of portfolio
0.29%
Previous 0.34%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 04, 2025
SELL
$74.4 - $79.98 $220,521 - $237,060
-2,964 Reduced 20.0%
11,857 $948,000
Q2 2025

Aug 04, 2025
SELL
$62.5 - $74.05 $40,437 - $47,910
-647 Reduced 4.18%
14,821 $1.1 Million
Q1 2025

May 09, 2025
SELL
$68.8 - $72.94 $16,718 - $17,724
-243 Reduced 1.55%
15,468 $1.08 Million
Q4 2024

Feb 06, 2025
SELL
$70.22 - $73.73 $52,384 - $55,002
-746 Reduced 4.53%
15,711 $1.1 Million
Q3 2024

Nov 04, 2024
SELL
$65.13 - $71.51 $28,592 - $31,392
-439 Reduced 2.6%
16,457 $1.18 Million
Q2 2024

Aug 07, 2024
BUY
$60.83 - $66.4 $1.03 Million - $1.12 Million
16,896 New
16,896 $1.11 Million

Others Institutions Holding QDEF

# of Institutions
101
Shares Held
4.81M
Call Options Held
0
Put Options Held
700
View Full List

About FLEXSHARES QUALITY DIV DEFENSI

QDEF Quotes by TradingView
  • Ticker QDEF
  • Sector ETFs
  • Industry ETFs
More about QDEF
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