Position history for Beacon Pointe Advisors, LLC's holdings in STATE STREET
Beacon Pointe Advisors, LLC holds 74,563 shares of RWO (STATE STREET), worth $3.4M as of 2026-Q1. The position was increased (+144.8% shares). RWO represents 0.0% of Beacon Pointe Advisors, LLC's portfolio.
Current Value
$3.4M
Current Shares
74,563
Total Value Change
+$768,869
Total Shares Change
+10,901
Other major holders of RWO: JONES FINANCIAL COMPANIES LLLP, STATE STREET CORP
Increased |
| 74,563 |
+144.8% |
| $3.4M |
| 0.0% |
| $49.15 |
43 |
| 2025-Q4 | Increased | 30,458 | +2.5% | $1.4M | 0.0% | $45.58 | 26 |
| 2025-Q3 | Decreased | 29,713 | -52.7% | $1.4M | 0.0% | $44.87 | 0 |
| 2025-Q2 | Decreased | 62,868 | -16.5% | $2.8M | 0.0% | $43.18 | 0 |
| 2025-Q1 | Increased | 75,277 | +0.2% | $3.3M | 0.0% | $42.08 | 26 |
| 2024-Q4 | Increased | 75,130 | +12.0% | $3.2M | 0.0% | $41.04 | 30 |
| 2024-Q3 | Increased | 67,054 | +5.3% | $3.2M | 0.0% | $45.24 | 28 |
| 2024-Q2 | Decreased | 63,662 | -3.7% | $2.6M | 0.0% | $39.23 | 0 |