Beacon Pointe Advisors, LLC INVESCO EXCH TRD SLF IDX FD Transaction History

Beacon Pointe Advisors, LLC

  • $11.3 Billion
  • Q3 2025
Number of Shares
13,932
Previous 8,837 57.66%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 13, 2025
BUY
N/A
5,095 Added 57.66%
13,932 $0
Q2 2025

Aug 13, 2025
SELL
N/A
-1,969 Reduced 18.22%
8,837 $0
Q1 2025

May 13, 2025
BUY
N/A
598 Added 5.86%
10,806 $0
Q4 2024

Feb 14, 2025
BUY
N/A
225 Added 2.25%
10,208 $0
Q3 2024

Nov 14, 2024
BUY
N/A
396 Added 4.13%
9,983 $0
Q2 2024

Aug 12, 2024
BUY
N/A
9,587 New
9,587 $0
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