Number of Shares
133,294
Previous 102,661 29.84%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 30, 2024

BUY
N/A
30,633 Added 29.84%
133,294 $0
Q2 2024

Jul 26, 2024

BUY
N/A
37,645 Added 57.9%
102,661 $0
Q1 2024

May 01, 2024

BUY
N/A
65,016 New
65,016 $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.