Back to Beacon Pointe Advisors, LLC Beacon Pointe Advisors, LLC

CVLCCVLC
2 quarters

Position history for Beacon Pointe Advisors, LLCBeacon Pointe Advisors, LLC's holdings in MORGAN STANLEY ETF TRUST

Beacon Pointe Advisors, LLC holds 31,911 shares of CVLC (MORGAN STANLEY ETF TRUST), worth $3M as of 2026-Q2. The position was increased (+3.3% shares). CVLC represents 0.0% of Beacon Pointe Advisors, LLC's portfolio.

Current Value

$3M

Current Shares

31,911

Total Value Change

+$540,453

Total Shares Change

+1,007

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
31,911
+3.3%
$3M0.0%$94.25
27
2026-Q1
New
30,904
-
$2.5M0.0%$79.70
36

Other major holders of CVLC: Wealthspire Advisors, LLC, COMMONWEALTH EQUITY SERVICES, LLC

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