Beam Wealth Advisors, Inc. Ishares Core Dividend Growth E Transaction History
Beam Wealth Advisors, Inc.
- $326 Million
- Q3 2024
A detailed history of Beam Wealth Advisors, Inc. transactions in Ishares Core Dividend Growth E stock. As of the latest transaction made, Beam Wealth Advisors, Inc. holds 70,981 shares of DGRO stock, worth $4.41 Million. This represents 1.37% of its overall portfolio holdings.
Number of Shares
70,981
Previous 68,838
3.11%
Holding current value
$4.41 Million
Previous $3.97 Million
12.21%
% of portfolio
1.37%
Previous 1.31%
Shares
2 transactions
Others Institutions Holding DGRO
# of Institutions
1,116Shares Held
269MCall Options Held
1.53MPut Options Held
12.1K-
Morgan Stanley New York, NY18.4MShares$1.15 Billion0.09% of portfolio
-
Bank Of America Corp Charlotte, NC17.6MShares$1.09 Billion0.09% of portfolio
-
Lpl Financial LLC Fort Mill, SC13.4MShares$831 Million0.38% of portfolio
-
Envestnet Asset Management Inc11.5MShares$712 Million0.24% of portfolio
-
Wealthfront Advisers LLC10.2MShares$633 Million1.99% of portfolio