Beacon Harbor Wealth Advisors, Inc. Ishares U S ETF Tr Transaction History
Beacon Harbor Wealth Advisors, Inc.
- $409 Million
- Q3 2025
A detailed history of Beacon Harbor Wealth Advisors, Inc. transactions in Ishares U S ETF Tr stock. As of the latest transaction made, Beacon Harbor Wealth Advisors, Inc. holds 128,462 shares of IETC stock, worth $13 Million. This represents 3.2% of its overall portfolio holdings.
Number of Shares
128,462
Previous 129,257
0.62%
Holding current value
$13 Million
Previous $12.2 Million
7.77%
% of portfolio
3.2%
Previous 3.14%
Shares
2 transactions
Others Institutions Holding IETC
# of Institutions
136Shares Held
4.08MCall Options Held
20.3KPut Options Held
0-
Vestor Capital, LLC Chicago, IL724KShares$73.3 Million5.49% of portfolio
-
Kozak & Associates, Inc. Highlands Ranch, CO645KShares$65.3 Million12.55% of portfolio
-
Gradient Investments LLC625KShares$63.2 Million1.36% of portfolio
-
Lpl Financial LLC Fort Mill, SC253KShares$25.6 Million0.01% of portfolio
-
Mml Investors Services, LLC Springfield, MA105KShares$10.6 Million0.03% of portfolio