Beam Wealth Advisors, Inc. Spdr S&P 400 Mid Cap Growth Et Transaction History
Beam Wealth Advisors, Inc.
- $330 Million
- Q3 2025
A detailed history of Beam Wealth Advisors, Inc. transactions in Spdr S&P 400 Mid Cap Growth Et stock. As of the latest transaction made, Beam Wealth Advisors, Inc. holds 11,425 shares of MDYG stock, worth $1.03 Million. This represents 0.32% of its overall portfolio holdings.
Number of Shares
11,425
Previous 10,804
5.75%
Holding current value
$1.03 Million
Previous $938,000
11.51%
% of portfolio
0.32%
Previous 0.29%
Shares
5 transactions
Others Institutions Holding MDYG
# of Institutions
437Shares Held
20.4MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC1.78MShares$160 Million0.05% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA1.35MShares$121 Million0.24% of portfolio
-
North Rock Partners, LLC1.06MShares$95.3 Million1.94% of portfolio
-
Ae Wealth Management LLC860KShares$77.4 Million0.58% of portfolio
-
Stifel Financial Corp St. Louis, MO719KShares$64.8 Million0.06% of portfolio