Beam Wealth Advisors, Inc. VALUED ADVISERS TR Transaction History

Beam Wealth Advisors, Inc.

  • $330 Million
  • Q3 2025
Number of Shares
43,352
Previous 37,359 16.04%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 04, 2025
BUY
N/A
5,993 Added 16.04%
43,352 $0
Q2 2025

Aug 04, 2025
BUY
N/A
10,925 Added 41.33%
37,359 $0
Q1 2025

May 09, 2025
BUY
N/A
26,434 New
26,434 $0
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