A detailed history of Beacon Bridge Wealth Partners, LLC transactions in Ishares S&P 100 ETF stock. As of the latest transaction made, Beacon Bridge Wealth Partners, LLC holds 1,745 shares of OEF stock, worth $464,222. This represents 0.21% of its overall portfolio holdings.

Number of Shares
1,745
Previous 2,024 13.78%
Holding current value
$464,222
Previous $501 Million 7.9%
% of portfolio
0.21%
Previous 0.24%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 02, 2024

SELL
$234.68 - $265.99 $65,475 - $74,211
-279 Reduced 13.78%
1,745 $461 Million
Q1 2024

May 03, 2024

SELL
$219.81 - $247.98 $511,497 - $577,049
-2,327 Reduced 53.48%
2,024 $501 Million
Q4 2023

Feb 09, 2024

BUY
$193.71 - $224.12 $842,832 - $975,146
4,351 New
4,351 $972 Million

Others Institutions Holding OEF

About ISHARES S&P 100 ETF


  • Ticker OEF
  • Sector ETFs
  • Industry ETFs
More about OEF
Track This Portfolio

Track Beacon Bridge Wealth Partners, LLC Portfolio

Follow Beacon Bridge Wealth Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Beacon Bridge Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Beacon Bridge Wealth Partners, LLC with notifications on news.