Beacon Harbor Wealth Advisors, Inc. INVESCO EXCH TRD SLF IDX FD Transaction History

Beacon Harbor Wealth Advisors, Inc.

  • $407 Million
  • Q4 2024
Number of Shares
366,582
Previous 344,079 6.54%
Holding current value
$0
Previous $7.43 Million 100.0%
% of portfolio
0.0%
Previous 1.77%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 06, 2025
BUY
N/A
22,503 Added 6.54%
366,582 $0
Q3 2024

Oct 31, 2024
BUY
N/A
15,210 Added 4.62%
344,079 $7.43 Million
Q2 2024

Aug 09, 2024
BUY
N/A
12,374 Added 3.91%
328,869 $6.78 Million
Q1 2024

May 07, 2024
BUY
N/A
316,495 New
316,495 $6.6 Million
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