Beam Wealth Advisors, Inc. Invesco Exchange Traded Fd Tr Transaction History

Beam Wealth Advisors, Inc.

$303 Million
Q2 2024

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Jan 30, 2024	SELL	$39.87 - $46.1 $654,665 - $756,962	-16,420 Reduced 55.26%	13,293 $611,000
Q3 2023 Oct 26, 2023	SELL	$41.15 - $44.08 $402,405 - $431,058	-9,779 Reduced 24.76%	29,713 $1.23 Million
Q2 2023 Jul 26, 2023	SELL	$41.01 - $43.81 $189,097 - $202,007	-4,611 Reduced 10.46%	39,492 $1.69 Million
Q1 2023 Apr 26, 2023	SELL	$41.0 - $45.64 $52,275 - $58,191	-1,275 Reduced 2.81%	44,103 $1.89 Million
Q4 2022 Jan 20, 2023	BUY	$37.89 - $45.68 $110,714 - $133,476	2,922 Added 6.88%	45,378 $0
Q3 2022 Oct 20, 2022	BUY	$37.49 - $44.76 $47,049 - $56,173	1,255 Added 3.05%	42,456 $1.59 Million
Q2 2022 Aug 01, 2022	BUY	$41.62 - $47.6 $1.71 Million - $1.96 Million	41,201 New	41,201 $1.74 Million

Others Institutions Holding DJD

# of Institutions

64

Shares Held

2.49M

Call Options Held

0

Put Options Held

0

Cibc World Market Inc. Toronto, A6

594K
Shares

$30.2 Million
0.06% of portfolio
Lpl Financial LLC Fort Mill, SC

568K
Shares

$28.9 Million
0.01% of portfolio
Barry Investment Advisors, LLC

306K
Shares

$15.6 Million
5.0% of portfolio
Morris Retirement Advisors, LLC Parsippany, NJ

232K
Shares

$11.8 Million
6.8% of portfolio
Bank Of America Corp Charlotte, NC

132K
Shares

$6.72 Million
0.0% of portfolio

About INVESCO EXCHANGE-TRADED FD TR

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