Beacon Pointe Advisors, LLC VANGUARD CALIF TAX FREE FDS Transaction History

Beacon Pointe Advisors, LLC

  • $11.3 Billion
  • Q3 2025
Number of Shares
3,557
Previous 2,543 39.87%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 13, 2025
BUY
N/A
1,014 Added 39.87%
3,557 $0
Q2 2025

Aug 13, 2025
BUY
N/A
2,543 New
2,543 $0
Q4 2024

Feb 14, 2025
BUY
N/A
1,604 Added 18.94%
10,072 $0
Q3 2024

Nov 14, 2024
BUY
N/A
2,946 Added 53.35%
8,468 $0
Q2 2024

Aug 12, 2024
BUY
N/A
5,522 New
5,522 $0
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