Beacon Financial Advisory LLC Spdr Portfolio S&P 500 ETF (Ma Transaction History
Beacon Financial Advisory LLC
- $249 Million
- Q2 2024
A detailed history of Beacon Financial Advisory LLC transactions in Spdr Portfolio S&P 500 ETF (Ma stock. As of the latest transaction made, Beacon Financial Advisory LLC holds 59,092 shares of SPLG stock, worth $3.98 Million. This represents 1.52% of its overall portfolio holdings.
Number of Shares
59,092
Previous 54,747
7.94%
Holding current value
$3.98 Million
Previous $3.37 Million
12.26%
% of portfolio
1.52%
Previous 1.75%
Shares
19 transactions
Others Institutions Holding SPLG
# of Institutions
1,095Shares Held
435MCall Options Held
169KPut Options Held
165K-
Betterment LLC New York, NY42.7MShares$2.88 Billion7.08% of portfolio
-
Lpl Financial LLC Fort Mill, SC32.1MShares$2.17 Billion1.05% of portfolio
-
Creative Planning Overland Park, KS28.6MShares$1.93 Billion1.95% of portfolio
-
Advance Capital Management, Inc. Southfield, MI13.6MShares$914 Million50.45% of portfolio
-
Jpmorgan Chase & CO New York, NY11.3MShares$759 Million0.06% of portfolio