Beacon Financial Advisory LLC Spdr Portfolio Transaction History
Beacon Financial Advisory LLC
- $280 Million
- Q4 2024
A detailed history of Beacon Financial Advisory LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Beacon Financial Advisory LLC holds 6,360 shares of SPYG stock, worth $587,218. This represents 0.2% of its overall portfolio holdings.
Number of Shares
6,360
Previous 4,958
28.28%
Holding current value
$587,218
Previous $411,000
36.01%
% of portfolio
0.2%
Previous 0.15%
Shares
3 transactions
Others Institutions Holding SPYG
# of Institutions
1,206Shares Held
320MCall Options Held
971KPut Options Held
96.3K-
Lpl Financial LLC Fort Mill, SC34MShares$3.14 Billion1.26% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA20.1MShares$1.86 Billion3.73% of portfolio
-
Envestnet Asset Management Inc16.8MShares$1.55 Billion0.49% of portfolio
-
Allworth Financial LP12.2MShares$1.13 Billion6.21% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN8.15MShares$752 Million0.19% of portfolio