Beacon Financial Advisory LLC Ishares S&P 100 ETF Transaction History
Beacon Financial Advisory LLC
- $270 Million
- Q3 2024
A detailed history of Beacon Financial Advisory LLC transactions in Ishares S&P 100 ETF stock. As of the latest transaction made, Beacon Financial Advisory LLC holds 1,717 shares of OEF stock, worth $456,773. This represents 0.17% of its overall portfolio holdings.
Number of Shares
1,717
Previous 772
122.41%
Holding current value
$456,773
Previous $204,000
123.53%
% of portfolio
0.17%
Previous 0.08%
Shares
3 transactions
Others Institutions Holding OEF
# of Institutions
837Shares Held
35.8MCall Options Held
9.9KPut Options Held
26.4K-
Bank Of America Corp Charlotte, NC5.87MShares$1.56 Billion0.13% of portfolio
-
Fifth Third Bancorp2.37MShares$630 Million2.3% of portfolio
-
Cresset Asset Management, LLC Chicago, IL2.21MShares$588 Million2.29% of portfolio
-
Jones Financial Companies Lllp1.88MShares$501 Million0.51% of portfolio
-
Jpmorgan Chase & CO New York, NY1.49MShares$398 Million0.03% of portfolio