Beacon Financial Advisory LLC CALAMOS ETF TR Transaction History

Beacon Financial Advisory LLC

  • $298 Million
  • Q1 2025
Number of Shares
87,937
Previous 88,507 0.64%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 24, 2025
SELL
N/A
-570 Reduced 0.64%
87,937 $0
Q4 2024

Jan 27, 2025
BUY
N/A
8,331 Added 10.39%
88,507 $0
Q3 2024

Oct 30, 2024
SELL
N/A
-4,983 Reduced 5.85%
80,176 $0
Q2 2024

Jul 26, 2024
BUY
N/A
42,838 Added 101.22%
85,159 $0
Q1 2024

May 01, 2024
BUY
N/A
42,321 New
42,321 $0
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