Beam Wealth Advisors, Inc. Listed Fds Tr Horizon Kinetics Transaction History
Beam Wealth Advisors, Inc.
- $303 Million
- Q2 2024
Shares
4 transactions
Others Institutions Holding INFL
# of Institutions
122Shares Held
13.5MCall Options Held
2.9KPut Options Held
1.7K-
Jpmorgan Chase & CO New York, NY4.5MShares$181 Million0.01% of portfolio
-
Oxford Financial Group LTD Indianapolis, IN2.1MShares$84.2 Million4.53% of portfolio
-
Lpl Financial LLC Fort Mill, SC632KShares$25.4 Million0.01% of portfolio
-
One Charles Private Wealth Services, LLC396KShares$15.9 Million5.47% of portfolio
-
Wells Fargo & Company San Francisco, CA367KShares$14.7 Million0.0% of portfolio