Beam Wealth Advisors, Inc. Msci Eafe Growth ETF Transaction History
Beam Wealth Advisors, Inc.
- $330 Million
- Q3 2025
A detailed history of Beam Wealth Advisors, Inc. transactions in Msci Eafe Growth ETF stock. As of the latest transaction made, Beam Wealth Advisors, Inc. holds 46,196 shares of EFG stock, worth $5.3 Million. This represents 1.59% of its overall portfolio holdings.
Number of Shares
46,196
Previous 33,928
36.16%
Holding current value
$5.3 Million
Previous $3.8 Million
38.46%
% of portfolio
1.59%
Previous 1.19%
Shares
10 transactions
Others Institutions Holding EFG
# of Institutions
1,119Shares Held
80.2MCall Options Held
100Put Options Held
0-
Axiom Advisory, LLC San Diego, CA5.42MShares$622 Million5.34% of portfolio
-
Envestnet Asset Management Inc4.34MShares$498 Million0.15% of portfolio
-
Jones Financial Companies Lllp3.8MShares$436 Million0.3% of portfolio
-
Bank Of America Corp Charlotte, NC3.5MShares$401 Million0.03% of portfolio
-
Black Rock Inc. New York, NY3.32MShares$381 Million0.01% of portfolio