Beacon Financial Advisory LLC PIMCO ETF TR Transaction History

Beacon Financial Advisory LLC

  • $298 Million
  • Q1 2025
Number of Shares
302,382
Previous 259,166 16.68%
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
BUY
N/A
43,216 Added 16.68%
302,382 $0
Q4 2024

Jan 27, 2025
BUY
N/A
72,226 Added 38.64%
259,166 $0
Q3 2024

Oct 30, 2024
BUY
N/A
68,522 Added 57.86%
186,940 $0
Q2 2024

Jul 26, 2024
BUY
N/A
50,909 Added 75.41%
118,418 $0
Q1 2024

May 01, 2024
BUY
N/A
67,509 New
67,509 $0
Track This Portfolio

Track Beacon Financial Advisory LLC Portfolio

Follow Beacon Financial Advisory LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Beacon Financial Advisory LLC, based on Form 13F filings with the SEC.

News

Stay updated on Beacon Financial Advisory LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email