Beacon Harbor Wealth Advisors, Inc. Graniteshares ETF Tr Bloomber Transaction History

Beacon Harbor Wealth Advisors, Inc.

$420 Million
Q3 2024

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Nov 13, 2023	BUY	$20.71 - $22.18 $7.92 Million - $8.48 Million	382,338 New	382,338 $8.26 Million
Q4 2022 Feb 10, 2023	SELL	$22.43 - $30.55 $3.14 Million - $4.27 Million	-139,853 Reduced 47.21%	156,393 $3.52 Million
Q2 2022 Aug 04, 2022	SELL	$30.28 - $35.35 $387,493 - $452,373	-12,797 Reduced 4.14%	296,246 $8.97 Million
Q1 2022 May 05, 2022	BUY	$25.7 - $34.34 $3.9 Million - $5.21 Million	151,644 Added 96.34%	309,043 $9.92 Million
Q4 2021 Jan 31, 2022	SELL	$25.65 - $31.66 $3.99 Million - $4.92 Million	-155,435 Reduced 49.69%	157,399 $4.04 Million
Q3 2021 Oct 29, 2021	BUY	$27.19 - $30.28 $296,425 - $330,112	10,902 Added 3.61%	312,834 $9.42 Million
Q2 2021 Jul 29, 2021	BUY	$24.91 - $28.43 $7.52 Million - $8.58 Million	301,932 New	301,932 $8.57 Million

Others Institutions Holding COMB

# of Institutions

44

Shares Held

2.71M

Call Options Held

0

Put Options Held

0

Resonant Capital Advisors, LLC

551K
Shares

$11.3 Million
0.84% of portfolio
Betterment LLC New York, NY

471K
Shares

$9.67 Million
0.02% of portfolio
Axiom Financial Strategies, LLC New Albany, IN

324K
Shares

$6.65 Million
3.52% of portfolio
American Financial & Tax Strategies Inc New York, NY

211K
Shares

$4.33 Million
2.25% of portfolio
Lake Street Financial LLC

186K
Shares

$3.81 Million
0.63% of portfolio

About GRANITESHARES ETF TR BLOOMBER

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