Beacon Pointe Advisors, LLC CAPITAL GROUP NEW GEOGRAPHY Transaction History

Beacon Pointe Advisors, LLC

  • $11.3 Billion
  • Q3 2025
Number of Shares
249,567
Previous 61,025 308.96%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 13, 2025
BUY
N/A
188,542 Added 308.96%
249,567 $0
Q2 2025

Aug 13, 2025
BUY
N/A
61,025 New
61,025 $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