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

Beacon Pointe Advisors, LLC

$9.37 Billion
Q2 2025

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

26

Shares Held

7.36M

Call Options Held

0

Put Options Held

0

Foundations Investment Advisors, LLC

4.66M
Shares

$96.4 Million
1.53% of portfolio
Anfield Capital Management, LLC Newport Beach, CA

815K
Shares

$16.9 Million
5.43% of portfolio
First International Bank & Trust Watford City, ND

716K
Shares

$14.8 Million
5.06% of portfolio
Geneos Wealth Management Inc.

430K
Shares

$8.91 Million
0.24% of portfolio
Xy Planning Network, Inc. Bozeman, MT

237K
Shares

$4.9 Million
1.53% of portfolio

About TWO RDS SHARED TRANFIELD US EQ

Ticker AESR
Sector ETFs
Industry ETFs

More about AESR

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Beacon Pointe Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Beacon Pointe Advisors, LLC with notifications on news.