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

Beacon Harbor Wealth Advisors, Inc.

  • $422 Million
  • Q1 2025
Number of Shares
381,016
Previous 366,582 3.94%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 09, 2025
BUY
N/A
14,434 Added 3.94%
381,016 $0
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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