Beacon Pointe Advisors, LLC THOMSON REUTERS CORP Transaction History

Beacon Pointe Advisors, LLC

  • $8.76 Billion
  • Q1 2025
Number of Shares
12,295
Previous 12,859 4.39%
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
Q1 2025

May 13, 2025
SELL
N/A
-564 Reduced 4.39%
12,295 $0
Q4 2024

Feb 14, 2025
SELL
N/A
-280 Reduced 2.13%
12,859 $0
Q3 2024

Nov 14, 2024
SELL
N/A
-314 Reduced 2.33%
13,139 $0
Q2 2024

Aug 12, 2024
SELL
N/A
-832 Reduced 5.82%
13,453 $0
Q1 2024

May 14, 2024
BUY
N/A
38 Added 0.27%
14,285 $0
Q4 2023

Feb 08, 2024
SELL
N/A
-431 Reduced 2.94%
14,247 $0
Q3 2023

Nov 14, 2023
SELL
N/A
-341 Reduced 2.27%
14,678 $0
Q2 2023

Aug 11, 2023
BUY
N/A
15,019 New
15,019 $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