Beacon Harbor Wealth Advisors, Inc. COMB Holdings History
Beacon Harbor Wealth Advisors, Inc.'s GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF Holding Summary
As of 2025-03-31, Beacon Harbor Wealth Advisors, Inc. held 564,853.00 shares of GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF(COMB), totaling $12.26 Mil. This investment constitutes 2.85% of their stock portfolio, and Beacon Harbor Wealth Advisors, Inc. now holds 12.69% of the outstanding GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF(COMB) stock.
The initial trade took place in 2021Q3. And since then Beacon Harbor Wealth Advisors, Inc. has made 4 purchases of COMB, at an average price of $23.80, for a total of 1.41 Mil shares. In addition, there have been 5 sales at an average price of $22.47 for 846,816.00 shares. Based on historical transaction data and COMB's current price of $21.29, Beacon Harbor Wealth Advisors, Inc.'s estimated gain on his COMB holdings is $-2.54 Mil, reflecting a -7.56% gain to date.
Beacon Harbor Wealth Advisors, Inc. COMB ($21.29) Holding Chart
Beacon Harbor Wealth Advisors, Inc. COMB ($21.29) 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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