Beacon Pointe Advisors, LLC Two Rds Shared Tranfield Us Eq Transaction History

Beacon Pointe Advisors, LLC

$8.35 Billion
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2021 May 18, 2021	SELL	$11.75 - $12.6 $228,737 - $245,284	-19,467 Closed	0 $0
Q3 2020 Nov 16, 2020	BUY	$10.02 - $11.64 $195,059 - $226,595	19,467 New	19,467 $213,000

Others Institutions Holding AESR

# of Institutions

16

Shares Held

7.17M

Call Options Held

0

Put Options Held

0

Foundations Investment Advisors, LLC

4.57M
Shares

$77.5 Million
1.94% of portfolio
First International Bank & Trust Watford City, ND

1.12M
Shares

$18.9 Million
6.29% of portfolio
Anfield Capital Management, LLC Newport Beach, CA

809K
Shares

$13.7 Million
6.77% of portfolio
Geneos Wealth Management Inc.

430K
Shares

$7.29 Million
0.31% of portfolio
Provence Wealth Management Group

70.7K
Shares

$1.2 Million
0.53% of portfolio

About TWO RDS SHARED TRANFIELD US EQ

Ticker AESR
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