Beacon Financial Planning, Inc Invesco Exchange Traded Fd Tr Transaction History

Beacon Financial Planning, Inc

$172 Billion
Q4 2024

A detailed history of Beacon Financial Planning, Inc transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Beacon Financial Planning, Inc holds 25,239 shares of SPGP stock, worth $2.75 Million. This represents 1.54% of its overall portfolio holdings.

Number of Shares

25,239

Previous 25,361 0.48%

Holding current value

$2.75 Million

Previous $2.65 Billion 0.28%

% of portfolio

1.54%

Previous 1.64%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 27, 2025	SELL	$103.6 - $112.52 $12,639 - $13,727	-122 Reduced 0.48%	25,239 $2.65 Billion
Q3 2024 Oct 24, 2024	SELL	$96.3 - $106.49 $101,115 - $111,814	-1,050 Reduced 3.98%	25,361 $2.65 Billion
Q2 2024 Jul 18, 2024	BUY	$99.32 - $106.72 $412,972 - $443,741	4,158 Added 18.69%	26,411 $2.71 Billion
Q1 2024 Apr 22, 2024	BUY	$94.23 - $106.49 $550,397 - $622,008	5,841 Added 35.59%	22,253 $2.37 Billion
Q4 2023 Jan 29, 2024	BUY	$86.55 - $99.14 $478,708 - $548,343	5,531 Added 50.83%	16,412 $1.61 Billion
Q3 2023 Oct 24, 2023	BUY	$89.0 - $96.18 $736,831 - $796,274	8,279 Added 318.18%	10,881 $993 Million
Q2 2023 Jul 19, 2023	BUY	$83.26 - $90.78 $216,642 - $236,209	2,602 New	2,602 $236 Million

Others Institutions Holding SPGP

# of Institutions

343

Shares Held

29M

Call Options Held

3.4K

Put Options Held

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About INVESCO EXCHANGE-TRADED FD TR

Ticker SPGP
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Beacon Financial Planning, Inc Invesco Exchange Traded Fd Tr Transaction History