BEAM WEALTH ADVISORS, INC. EMXC Holdings History
Number of Shares
246,799.00
Current Holdings Value*
$13.60 Mil
% of Portfolio
4.59%
Total Estimate Gain
$2.23 Mil
% of Total Estimate Gain
16.39%
BEAM WEALTH ADVISORS, INC.'s iShares MSCI Emerging Markets ex China ETF Holding Summary
As of 2025-03-31, BEAM WEALTH ADVISORS, INC. held 246,799.00 shares of iShares MSCI Emerging Markets ex China ETF(EMXC), totaling $13.60 Mil. This investment constitutes 4.59% of their stock portfolio, and BEAM WEALTH ADVISORS, INC. now holds 0.1% of the outstanding iShares MSCI Emerging Markets ex China ETF(EMXC) stock.
The initial trade took place in 2023Q3. And since then BEAM WEALTH ADVISORS, INC. has made 7 purchases of EMXC, at an average price of $55.24, for a total of 246,799.00 shares. Based on historical transaction data and EMXC's current price of $64.29, BEAM WEALTH ADVISORS, INC.'s estimated gain on his EMXC holdings is $2.23 Mil, reflecting a 16.39% gain to date.
BEAM WEALTH ADVISORS, INC. EMXC ($64.29) Holding Chart
BEAM WEALTH ADVISORS, INC. EMXC ($64.29) Quarterly Buys and Sells
Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
---|---|---|---|---|
Shares Bought | 0 | Average Price $-/Share | ||
Shares Sold | 0 | Average Price $-/Share | ||
Current Price $0.00 | Total Estimated Gain 0 % |
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