Beacon Pointe Advisors, LLC Invesco ETF Transaction History

Beacon Pointe Advisors, LLC

$8.55 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 11, 2022	SELL	$38.38 - $47.14 $303,125 - $372,311	-7,898 Closed	0 $0
Q1 2022 May 17, 2022	BUY	$43.29 - $47.7 $341,904 - $376,734	7,898 New	7,898 $367,000

Others Institutions Holding EQAL

# of Institutions

81

Shares Held

5.82M

Call Options Held

0

Put Options Held

0

Stifel Financial Corp St. Louis, MO

3.63M
Shares

$187 Million
0.19% of portfolio
Bank Of America Corp Charlotte, NC

604K
Shares

$31.1 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

215K
Shares

$11.1 Million
0.0% of portfolio
Pnc Financial Services Group, Inc. Pittsburgh, PA

161K
Shares

$8.28 Million
0.01% of portfolio
Morgan Stanley New York, NY

139K
Shares

$7.16 Million
0.0% of portfolio

About INVESCO ETF

Ticker EQAL
Sector ETFs
Industry ETFs

More about EQAL

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.