Name | Holdings Value | Location | File Number |
---|---|---|---|
Beacon Pointe Advisors, LLC | $8.66B | Newport Beach, CA | 028-19009 |
Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
---|---|---|---|---|---|---|---|---|
Q1 2020 | 0 | 13F-NT | 5/15/2020, 04:48 PM | |||||
Q4 2019 | 271 | $543M | +$76.5M | -$40.1M | +$36.5M | IVV, VOO, JPST, PULS, IEFA | 13F-HR | 2/14/2020, 03:58 PM |
Q3 2019 | 257 | $475M | +$64.9M | -$65.1M | -$150K | IVV, JPST, VOO, PULS, VEA | 13F-HR | 11/14/2019, 02:43 PM |
Q2 2019 | 264 | $473M | +$30.3M | -$8.17M | +$22.2M | IVV, JPST, PULS, VEA, IWB | 13F-HR | 8/14/2019, 02:04 PM |
Q1 2019 | 258 | $438M | +$141M | -$12.3M | +$129M | IVV, JPST, PULS, VEA, IWB | 13F-HR | 5/14/2019, 03:52 PM |
Q4 2018 | 220 | $277M | $0 | $0 | IVV, IWB, IWF, VYM, PPBI | 13F-HR | 2/1/2019, 05:00 PM |