Beam Wealth Advisors, Inc. Flexshares Us Quality Low Vola Transaction History

Beam Wealth Advisors, Inc.

  • $330 Million
  • Q3 2025

A detailed history of Beam Wealth Advisors, Inc. transactions in Flexshares Us Quality Low Vola stock. As of the latest transaction made, Beam Wealth Advisors, Inc. holds 13,425 shares of QLV stock, worth $967,539. This represents 0.29% of its overall portfolio holdings.

Number of Shares
13,425
Previous 14,996 10.48%
Holding current value
$967,539
Previous $1.02 Million 5.48%
% of portfolio
0.29%
Previous 0.32%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 04, 2025
SELL
$67.98 - $71.94 $106,796 - $113,017
-1,571 Reduced 10.48%
13,425 $965,000
Q2 2025

Aug 04, 2025
SELL
$59.53 - $68.1 $16,132 - $18,455
-271 Reduced 1.78%
14,996 $1.02 Million
Q4 2024

Feb 06, 2025
SELL
$65.2 - $68.29 $2,412 - $2,526
-37 Reduced 0.24%
15,267 $995,000
Q3 2024

Nov 04, 2024
BUY
$61.31 - $66.6 $14,714 - $15,983
240 Added 1.59%
15,304 $1.02 Million
Q2 2024

Aug 07, 2024
BUY
$58.25 - $62.79 $877,478 - $945,868
15,064 New
15,064 $938,000

Others Institutions Holding QLV

# of Institutions
35
Shares Held
1.2M
Call Options Held
0
Put Options Held
0
View Full List

About FLEXSHARES US QUALITY LOW VOLA

QLV Quotes by TradingView
  • Ticker QLV
  • Sector ETFs
  • Industry ETFs
More about QLV
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