BEAM WEALTH ADVISORS, INC. - STRATEGY SHS ownership

STRATEGY SHS's ticker is HNDL and the CUSIP is 86280R506. A total of 113 filers reported holding STRATEGY SHS in Q3 2023. The put-call ratio across all filers is 0.24 and the average weighting 0.1%.

Quarter-by-quarter ownership
BEAM WEALTH ADVISORS, INC. ownership history of STRATEGY SHS
ValueSharesWeighting
Q3 2023$828,705
-6.1%
43,365
-0.1%
0.59%
-3.8%
Q2 2023$882,186
-2.1%
43,393
-2.6%
0.61%
-32.3%
Q1 2023$900,908
+5.0%
44,533
+1.6%
0.90%
+1.0%
Q4 2022$858,405
+12.4%
43,841
+10.2%
0.90%
+5.2%
Q3 2022$764,000
-2.8%
39,783
+4.3%
0.85%
-2.5%
Q2 2022$786,000
-15.6%
38,144
-1.2%
0.87%
-18.3%
Q1 2022$931,000
-13.7%
38,600
-7.0%
1.07%
-13.5%
Q4 2021$1,079,000
+8.6%
41,526
+4.2%
1.24%
+44.9%
Q3 2021$994,000
+7.9%
39,837
+10.8%
0.85%
+7.4%
Q2 2021$921,000
+31.2%
35,951
+26.7%
0.79%
+26.8%
Q1 2021$702,000
+19.2%
28,386
+23.1%
0.63%
+12.6%
Q4 2020$589,000
+22.2%
23,056
+17.8%
0.56%
+23.3%
Q3 2020$482,000
+3.2%
19,577
+2.3%
0.45%
-4.0%
Q2 2020$467,000
+15.3%
19,130
+4.0%
0.47%
+17.2%
Q1 2020$405,000
+45.2%
18,389
+60.6%
0.40%
+54.2%
Q4 2019$279,00011,4500.26%
Other shareholders
STRATEGY SHS shareholders Q3 2023
NameSharesValueWeighting ↓
Asset Allocation Strategies LLC 319,901$6,113,2822.82%
Kades & Cheifetz LLC 158,524$3,029,3932.40%
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 401,689$7,676,2801.85%
Accel Wealth Management 77,942$1,489,4630.83%
Berger Financial Group, Inc 325,091$6,212,4910.71%
BEAM WEALTH ADVISORS, INC. 43,365$828,7050.59%
GeoWealth Management, LLC 196,156$3,7490.42%
Clearview Wealth Advisors LLC 15,636$298,7960.37%
Cadent Capital Advisors, LLC 41,999$802,6010.33%
Capital Advisory Group Advisory Services, LLC 23,798$454,7800.26%
View complete list of STRATEGY SHS shareholders