Beacon Pointe Advisors, LLC's ownership history for AXP

Beacon Pointe Advisors, LLC currently holds 71.6K shares with a market value of $23.8M. It started holding AXP on 2024-09-30. At its peak, it held 83.6K shares on 2024-09-30. Its highest holding value was $24.7M on 2025-06-30. At its lowest, it held 71.6K shares on 2025-09-30, with a value of $20.5M on 2025-03-31. In the recent 180 days, Beacon Pointe Advisors, LLC has decreased its shares by 4.7K. In the recent year, Beacon Pointe Advisors, LLC has decreased its shares by 12.0K.

It has also owned 16 contracts of calls, with the market value of the underlying securities totaling $510.4K on 2025-03-31. At its peak, it held 16 contracts of calls on 2025-03-31 and it owned calls with the market value of the underlying securities totaling $510.4K on 2025-06-30. At its lowest, it held 16 contracts of calls on 2025-03-31 and it owned calls with the market value of the underlying securities totaling $430.5K on 2025-03-31.