BEAM WEALTH ADVISORS, INC. RAAX Holdings History
BEAM WEALTH ADVISORS, INC.'s VanEck Real Assets ETF Holding Summary
As of 2025-03-31, BEAM WEALTH ADVISORS, INC. held 528,237.00 shares of VanEck Real Assets ETF(RAAX), totaling $16.07 Mil. This investment constitutes 5.42% of their stock portfolio, and BEAM WEALTH ADVISORS, INC. now holds 13.54% of the outstanding VanEck Real Assets ETF(RAAX) stock.
The initial trade took place in 2024Q2. And since then BEAM WEALTH ADVISORS, INC. has made 4 purchases of RAAX, at an average price of $27.89, for a total of 528,237.00 shares. Based on historical transaction data and RAAX's current price of $31.86, BEAM WEALTH ADVISORS, INC.'s estimated gain on his RAAX holdings is $2.10 Mil, reflecting a 14.22% gain to date.
BEAM WEALTH ADVISORS, INC. RAAX ($31.86) Holding Chart
BEAM WEALTH ADVISORS, INC. RAAX ($31.86) 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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