Beacon Harbor Wealth Advisors, Inc. Global X Mlp & Energy Infrastr Transaction History
Beacon Harbor Wealth Advisors, Inc.
- $422 Million
- Q1 2025
A detailed history of Beacon Harbor Wealth Advisors, Inc. transactions in Global X Mlp & Energy Infrastr stock. As of the latest transaction made, Beacon Harbor Wealth Advisors, Inc. holds 206,071 shares of MLPX stock, worth $12.9 Million. This represents 3.12% of its overall portfolio holdings.
Number of Shares
206,071
Previous 208,428
1.13%
Holding current value
$12.9 Million
Previous $12.6 Million
4.4%
% of portfolio
3.12%
Previous 3.09%
Shares
2 transactions
Others Institutions Holding MLPX
# of Institutions
329Shares Held
29.8MCall Options Held
211KPut Options Held
33.8K-
Morgan Stanley New York, NY9.33MShares$583 Million0.04% of portfolio
-
Bank Of America Corp Charlotte, NC2.17MShares$135 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.4MShares$87.7 Million0.04% of portfolio
-
Wells Fargo & Company San Francisco, CA994KShares$62 Million0.01% of portfolio
-
Rational Advisors LLC Huntington, NY825KShares$51.5 Million6.19% of portfolio