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

Beacon Harbor Wealth Advisors, Inc.

  • $420 Million
  • Q3 2024
Number of Shares
344,079
Previous 328,869 4.62%
Holding current value
$7.43 Million
Previous $6.78 Million 9.55%
% of portfolio
1.77%
Previous 1.76%

Shares

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