Beacon Pointe Advisors, LLC J P MORGAN EXCHANGE TRADED F Transaction History

Beacon Pointe Advisors, LLC

  • $8.76 Billion
  • Q1 2025
Number of Shares
68,705
Previous 4,874 1309.62%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 13, 2025
BUY
N/A
63,831 Added 1309.62%
68,705 $0
Q4 2024

Feb 14, 2025
SELL
N/A
-2,346 Reduced 32.49%
4,874 $0
Q3 2024

Nov 14, 2024
SELL
N/A
-291 Reduced 3.87%
7,220 $0
Q2 2024

Aug 12, 2024
BUY
N/A
7,511 New
7,511 $0
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