Beacon Harbor Wealth Advisors, Inc. MLPX Holdings History
Beacon Harbor Wealth Advisors, Inc.'s Global X MLP & Energy Infrastructure ETF Holding Summary
As of 2025-03-31, Beacon Harbor Wealth Advisors, Inc. held 206,071.00 shares of Global X MLP & Energy Infrastructure ETF(MLPX), totaling $13.15 Mil. This investment constitutes 3.06% of their stock portfolio, and Beacon Harbor Wealth Advisors, Inc. now holds 0.48% of the outstanding Global X MLP & Energy Infrastructure ETF(MLPX) stock.
The initial trade took place in 2024Q4. And since then Beacon Harbor Wealth Advisors, Inc. has made 1 purchases of MLPX, at an average price of $59.56, for a total of 208,428.00 shares. In addition, there have been 1 sales at an average price of $63.00 for 2,357.00 shares. Based on historical transaction data and MLPX's current price of $61.35, Beacon Harbor Wealth Advisors, Inc.'s estimated gain on his MLPX holdings is $376,975.17, reflecting a 3.04% gain to date.
Beacon Harbor Wealth Advisors, Inc. MLPX ($61.35) Holding Chart
Beacon Harbor Wealth Advisors, Inc. MLPX ($61.35) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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