Beacon Capital Management, LLC Invesco Exchange Traded Fd Tr Transaction History

Beacon Capital Management, LLC

$540 Million
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Jan 09, 2024	BUY	$40.47 - $51.5 $5,503 - $7,004	136 Added 200.0%	204 $10,000
Q1 2022 May 16, 2022	BUY	$40.0 - $55.58 $2,720 - $3,779	68 New	68 $9,000

Others Institutions Holding PTF

# of Institutions

100

Shares Held

4.22M

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

573K
Shares

$37.9 Million
0.02% of portfolio
High Tower Advisors, LLC Chicago, IL

477K
Shares

$31.5 Million
0.05% of portfolio
Morgan Stanley New York, NY

474K
Shares

$31.3 Million
0.0% of portfolio
Bank Of America Corp Charlotte, NC

251K
Shares

$16.6 Million
0.0% of portfolio
Transamerica Financial Advisors, Inc. Clearwater, FL

239K
Shares

$15.8 Million
1.58% of portfolio

About INVESCO EXCHANGE-TRADED FD TR

Ticker PTF
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

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

News

Stay updated on Beacon Capital Management, LLC with notifications on news.