Beacon Pointe Advisors, LLC Hartford Multifactor Emerging Transaction History

Beacon Pointe Advisors, LLC

$8.76 Billion
Q1 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 11, 2022	SELL	$20.05 - $23.9 $634,181 - $755,957	-31,630 Closed	0 $0
Q1 2022 May 17, 2022	BUY	$21.95 - $24.69 $694,278 - $780,944	31,630 New	31,630 $735,000

Others Institutions Holding ROAM

# of Institutions

24

Shares Held

1.23M

Call Options Held

0

Put Options Held

0

Stratos Wealth Partners, Ltd.

437K
Shares

$11.6 Million
0.16% of portfolio
Lpl Financial LLC Fort Mill, SC

295K
Shares

$7.82 Million
0.0% of portfolio
Sanctuary Advisors, LLC Indianapolis, IN

107K
Shares

$2.84 Million
0.02% of portfolio
Resource Planning Group

53.3K
Shares

$1.41 Million
0.75% of portfolio
Susquehanna International Group, LLP Bala Cynwyd, PA

48.1K
Shares

$1.27 Million
0.0% of portfolio

About HARTFORD MULTIFACTOR EMERGING

Ticker ROAM
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