Beacon Pointe Advisors, LLC ISHARES TR Transaction History

Beacon Pointe Advisors, LLC

  • $8.35 Billion
  • Q2 2024

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2019

Feb 14, 2020
SELL
N/A
-79,739 Closed
0 $0
Q3 2019

Nov 14, 2019
SELL
N/A
-5,485 Reduced 6.44%
79,739 $1.98 Million
Q2 2019

Aug 14, 2019
BUY
N/A
25,360 Added 42.36%
85,224 $2.12 Million
Q1 2019

May 14, 2019
BUY
N/A
9,588 Added 19.07%
59,864 $1.48 Million
Q4 2018

Feb 01, 2019
BUY
N/A
50,276 New
50,276 $1.25 Million
Track This Portfolio

Track Beacon Pointe Advisors, LLC Portfolio

Follow Beacon Pointe Advisors, LLC and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email