Beam Wealth Advisors, Inc. Flexshares Quality Div Defensi Transaction History
Beam Wealth Advisors, Inc.
- $306 Million
- Q4 2024
A detailed history of Beam Wealth Advisors, Inc. transactions in Flexshares Quality Div Defensi stock. As of the latest transaction made, Beam Wealth Advisors, Inc. holds 15,711 shares of QDEF stock, worth $1.14 Million. This represents 0.36% of its overall portfolio holdings.
Number of Shares
15,711
Previous 16,457
4.53%
Holding current value
$1.14 Million
Previous $1.18 Million
6.21%
% of portfolio
0.36%
Previous 0.36%
Shares
3 transactions
Others Institutions Holding QDEF
# of Institutions
88Shares Held
4.46MCall Options Held
0Put Options Held
0-
Northern Trust Corp Chicago, IL3.29MShares$238 Million0.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC152KShares$11 Million0.0% of portfolio
-
Rvw Wealth, LLC89.6KShares$6.48 Million0.63% of portfolio
-
Sloy Dahl & Holst, LLC64.1KShares$4.63 Million0.62% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL49.9KShares$3.61 Million0.0% of portfolio