Beacon Financial Planning, Inc Invesco Actively Managed ETF T Transaction History
Beacon Financial Planning, Inc
- $179 Billion
- Q2 2025
A detailed history of Beacon Financial Planning, Inc transactions in Invesco Actively Managed ETF T stock. As of the latest transaction made, Beacon Financial Planning, Inc holds 198,553 shares of GTO stock, worth $9.52 Million. This represents 5.2% of its overall portfolio holdings.
Number of Shares
198,553
Previous 211,633
6.18%
Holding current value
$9.52 Million
Previous $9.93 Billion
6.26%
% of portfolio
5.2%
Previous 5.71%
Shares
11 transactions
Others Institutions Holding GTO
# of Institutions
213Shares Held
38.2MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC4.04MShares$194 Million0.07% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ2.99MShares$143 Million0.27% of portfolio
-
Envestnet Asset Management Inc2.83MShares$136 Million0.04% of portfolio
-
Invesco Ltd. Atlanta, GA2.41MShares$116 Million0.02% of portfolio
-
Cwm, LLC1.9MShares$91 Million0.27% of portfolio