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Beacon Pointe Advisors’s Flex FLEX Stock Holding History

Beacon Pointe Advisors’s Portfolio FLEX Stock Details FLEX Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$479K Buy
9,604
+516
+6% +$25.8K 0.01% 885
2025
Q1 		$301K Buy
9,088
+825
+10% +$27.3K ﹤0.01% 1010
2024
Q4 		$317K Buy
+8,263
New +$317K ﹤0.01% 978