Beam Wealth Advisors, Inc. Wisdomtree Tr Transaction History

Beam Wealth Advisors, Inc.

$326 Million
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Jan 14, 2022	SELL	$42.54 - $45.97 $814,343 - $880,003	-19,143 Closed	0 $0
Q3 2021 Oct 14, 2021	BUY	$43.17 - $46.44 $8,374 - $9,009	194 Added 1.02%	19,143 $826,000
Q2 2021 Jul 13, 2021	BUY	$41.62 - $44.6 $93,520 - $100,216	2,247 Added 13.45%	18,949 $836,000
Q4 2020 Jan 26, 2021	SELL	$35.11 - $39.58 $23,734 - $26,756	-676 Reduced 3.89%	16,702 $657,000
Q3 2020 Oct 07, 2020	SELL	$34.84 - $37.04 $191,724 - $203,831	-5,503 Reduced 24.05%	17,378 $636,000
Q2 2020 Jul 07, 2020	BUY	$29.36 - $35.76 $94,010 - $114,503	3,202 Added 16.27%	22,881 $821,000
Q1 2020 Apr 08, 2020	BUY	$26.65 - $37.66 $105,160 - $148,606	3,946 Added 25.08%	19,679 $596,000
Q4 2019 Feb 14, 2020	BUY	$32.51 - $36.69 $511,479 - $577,243	15,733 New	15,733 $572,000

Others Institutions Holding IHDG

# of Institutions

252

Shares Held

47.7M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

6.71M
Shares

$305 Million
0.02% of portfolio
Lpl Financial LLC Fort Mill, SC

5.07M
Shares

$230 Million
0.11% of portfolio
Bank Of America Corp Charlotte, NC

3.35M
Shares

$152 Million
0.01% of portfolio
Ameriprise Financial Inc Minneapolis, MN

2.51M
Shares

$114 Million
0.03% of portfolio
Ameritas Advisory Services, LLC Lincoln, NE

1.68M
Shares

$76.5 Million
2.63% of portfolio

About WISDOMTREE TR

Ticker IHDG
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