Beam Wealth Advisors, Inc. Ishares Tr Russell 200 ETF Transaction History
Beam Wealth Advisors, Inc.
- $303 Million
- Q2 2024
Shares
4 transactions
Others Institutions Holding IWL
# of Institutions
162Shares Held
7.11MCall Options Held
0Put Options Held
0-
Tompkins Financial Corp927KShares$132 Million13.02% of portfolio
-
Morgan Stanley New York, NY583KShares$83 Million0.01% of portfolio
-
Gilbert & Cook, Inc.483KShares$68.7 Million9.56% of portfolio
-
Bank Of America Corp Charlotte, NC405KShares$57.6 Million0.0% of portfolio
-
Mc Kinley Carter Wealth Services, Inc.377KShares$53.7 Million3.28% of portfolio