Beam Wealth Advisors, Inc. Ishares Tr Transaction History
Beam Wealth Advisors, Inc.
- $330 Million
- Q3 2025
A detailed history of Beam Wealth Advisors, Inc. transactions in Ishares Tr stock. As of the latest transaction made, Beam Wealth Advisors, Inc. holds 11,027 shares of IDV stock, worth $421,451. This represents 0.12% of its overall portfolio holdings.
Number of Shares
11,027Holding current value
$421,451% of portfolio
0.12%Shares
1 transactions
Others Institutions Holding IDV
# of Institutions
585Shares Held
91.4MCall Options Held
13.5KPut Options Held
138K-
Bank Of America Corp Charlotte, NC12.7MShares$484 Million0.03% of portfolio
-
Morgan Stanley New York, NY7.31MShares$279 Million0.02% of portfolio
-
Wells Fargo & Company San Francisco, CA3.99MShares$153 Million0.03% of portfolio
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Ameriprise Financial Inc Minneapolis, MN3.95MShares$151 Million0.03% of portfolio
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Envestnet Asset Management Inc3.62MShares$139 Million0.04% of portfolio