Beacon Financial Advisory LLC Innovator U.S. Equity Power Bu Transaction History
Beacon Financial Advisory LLC
- $270 Million
- Q3 2024
A detailed history of Beacon Financial Advisory LLC transactions in Innovator U.S. Equity Power Bu stock. As of the latest transaction made, Beacon Financial Advisory LLC holds 34,330 shares of POCT stock, worth $1.37 Million. This represents 0.5% of its overall portfolio holdings.
Number of Shares
34,330
Previous 35,012
1.95%
Holding current value
$1.37 Million
Previous $1.34 Million
0.22%
% of portfolio
0.5%
Previous 0.54%
Shares
13 transactions
Others Institutions Holding POCT
# of Institutions
185Shares Held
13MCall Options Held
0Put Options Held
0-
Alliancebernstein L.P. New York, NY1.82MShares$72.6 Million0.02% of portfolio
-
Penserra Capital Management LLC Orinda, CA997KShares$39.6 Million0.84% of portfolio
-
Brookstone Capital Management953KShares$37.9 Million0.63% of portfolio
-
Commonwealth Equity Services, LLC437KShares$17.4 Million0.03% of portfolio
-
Kestra Advisory Services, LLC380KShares$15.1 Million0.09% of portfolio