Number of Shares
9,909
Previous 13,222 25.06%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

SELL
N/A
-3,313 Reduced 25.06%
9,909 $0
Q2 2024

Aug 12, 2024

SELL
N/A
-929 Reduced 6.56%
13,222 $0
Q1 2024

May 14, 2024

SELL
N/A
-2,211 Reduced 13.51%
14,151 $0
Q4 2023

Feb 08, 2024

SELL
N/A
-212 Reduced 1.28%
16,362 $0
Q3 2023

Nov 14, 2023

BUY
N/A
1,548 Added 10.3%
16,574 $0
Q2 2023

Aug 11, 2023

SELL
N/A
-161 Reduced 1.06%
15,026 $0
Q1 2023

May 12, 2023

BUY
N/A
15,187 New
15,187 $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.