Beacon Pointe Advisors, LLC INVESCO EXCH TRD SLF IDX FD Transaction History

Beacon Pointe Advisors, LLC

  • $11.3 Billion
  • Q3 2025
Number of Shares
16,370
Previous 11,128 47.11%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 13, 2025
BUY
N/A
5,242 Added 47.11%
16,370 $0
Q2 2025

Aug 13, 2025
SELL
N/A
-2,014 Reduced 15.32%
11,128 $0
Q1 2025

May 13, 2025
BUY
N/A
614 Added 4.9%
13,142 $0
Q4 2024

Feb 14, 2025
BUY
N/A
232 Added 1.89%
12,528 $0
Q3 2024

Nov 14, 2024
BUY
N/A
407 Added 3.42%
12,296 $0
Q2 2024

Aug 12, 2024
BUY
N/A
2,066 Added 21.03%
11,889 $0
Q1 2024

May 14, 2024
BUY
N/A
674 Added 7.37%
9,823 $0
Q4 2023

Feb 08, 2024
BUY
N/A
9,149 New
9,149 $0
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