Beacon Financial Advisory LLC's ownership history for PSEP

Beacon Financial Advisory LLC currently holds 20.4K shares with a market value of $892.1K. It started holding PSEP on 2024-09-30. At its peak, it held 23.9K shares on 2025-09-30. Its highest holding value was $1.0M on 2025-09-30. At its lowest, it held 15.2K shares on 2025-06-30, with a value of $621.0K on 2025-06-30. In the recent 180 days, Beacon Financial Advisory LLC has increased its shares by 5.2K. In the recent year, Beacon Financial Advisory LLC has increased its shares by 4.0K.