Beam Wealth Advisors, Inc. Purchases in Q3 2024

Beam Wealth Advisors, Inc.

  • $326 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VEA
Vanguard Ftse Developed Market

ETFs
854
+ 7.18%
$47.6 - $53.31 $40.7K - $45.5K
12.8K $673K
QLV
Flexshares Us Quality Low Vola

ETFs
240
+ 1.59%
$61.31 - $66.6 $14.7K - $16K
15.3K $1.02M
BAC
Bank Of America Corp

Financial Services
1.82K
+ 9.73%
$36.65 - $44.13 $66.6K - $80.2K
20.5K $813K
ET
Energy Transfer LP

Energy
3.14K
+ 7.64%
$15.43 - $16.44 $48.4K - $51.6K
44.2K $709K
JSCP
Jp Morgan Exch Traded Fd Tr Sh

ETFs
107
+ 0.35%
$46.16 - $47.63 $4.94K - $5.1K
30.7K $1.46M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
1.56K
+ 10.24%
$42.59 - $60.56 $66.5K - $94.5K
16.8K $848K
SPSB
Spdr Portfolio Short Term Corp

ETFs
644
+ 3.31%
$29.58 - $30.31 $19K - $19.5K
20.1K $608K
EPD
Enterprise Products Partners L.P.

Energy
801
+ 2.75%
$27.88 - $30.0 $22.3K - $24K
30K $871K
PSK
Spdr Ser Tr Spdr Ice Pfd Sec E

ETFs
157
+ 1.46%
$33.58 - $35.96 $5.27K - $5.65K
10.9K $387K
CLOI
Vaneck ETF Tr

ETFs
223
+ 1.72%
$52.65 - $53.04 $11.7K - $11.8K
13.2K $699K
DIS
Walt Disney CO

Communication Services
644
+ 3.55%
$85.6 - $98.61 $55.1K - $63.5K
18.8K $1.81M
Bitwise Bitcoin ETF Tr
28K
+ 101.3%
N/A
55.5K $0
Bitwise Ethereum ETF
87.1K
New
N/A
87.1K $0
INTC
Intel Corp

Technology
3.87K
+ 29.16%
$18.9 - $34.87 $73.2K - $135K
17.1K $402K
AMZN
Amazon Com Inc

Consumer Cyclical
301
+ 2.41%
$161.02 - $200.0 $48.5K - $60.2K
12.8K $2.39M
NVDA
Nvidia Corp

Technology
1.96K
+ 1.5%
$98.91 - $134.91 $194K - $264K
132K $16M
MSFT
Microsoft Corp

Technology
216
+ 1.82%
$395.15 - $467.56 $85.4K - $101K
12.1K $5.2M
CVX
Chevron Corp

Energy
35
+ 0.25%
$137.88 - $161.97 $4.83K - $5.67K
14K $2.06M
Activity Summary
Buys All Purchases 69 New Holdings 4 Increased Positions 65 Sells All Sells 32 Reductions 32 Sold out 0 Options Calls 0 Puts 0
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