Beacon Financial Advisory LLC Invesco ETF Tr Ii S&P 500 Mome Transaction History
Beacon Financial Advisory LLC
- $270 Million
- Q3 2024
A detailed history of Beacon Financial Advisory LLC transactions in Invesco ETF Tr Ii S&P 500 Mome stock. As of the latest transaction made, Beacon Financial Advisory LLC holds 4,198 shares of SPMO stock, worth $393,814. This represents 0.14% of its overall portfolio holdings.
Number of Shares
4,198
Previous 4,119
1.92%
Holding current value
$393,814
Previous $360,000
5.56%
% of portfolio
0.14%
Previous 0.14%
Shares
3 transactions
Others Institutions Holding SPMO
# of Institutions
223Shares Held
17.7MCall Options Held
22.5KPut Options Held
29.7K-
Envestnet Asset Management Inc5.45MShares$511 Million0.16% of portfolio
-
Clark Capital Management Group, Inc. Philadelphia, PA1.94MShares$182 Million1.23% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.24MShares$117 Million0.05% of portfolio
-
Orion Portfolio Solutions, LLC716KShares$67.2 Million0.69% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ617KShares$57.9 Million0.13% of portfolio