Beam Wealth Advisors, Inc. Proshares Tr S&P Midcap 400 Di Transaction History
Beam Wealth Advisors, Inc.
- $330 Million
- Q3 2025
A detailed history of Beam Wealth Advisors, Inc. transactions in Proshares Tr S&P Midcap 400 Di stock. As of the latest transaction made, Beam Wealth Advisors, Inc. holds 10,732 shares of REGL stock, worth $886,141. This represents 0.28% of its overall portfolio holdings.
Number of Shares
10,732
Previous 11,795
9.01%
Holding current value
$886,141
Previous $961,000
4.79%
% of portfolio
0.28%
Previous 0.3%
Shares
5 transactions
Others Institutions Holding REGL
# of Institutions
255Shares Held
16MCall Options Held
2.4KPut Options Held
0-
Morgan Stanley New York, NY2.31MShares$191 Million0.01% of portfolio
-
Coldstream Capital Management Inc2.26MShares$186 Million2.68% of portfolio
-
Stifel Financial Corp St. Louis, MO875KShares$72.2 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC743KShares$61.3 Million0.02% of portfolio
-
Benjamin Edwards Inc Clayton, MO739KShares$61 Million0.75% of portfolio