Beacon Financial Advisory LLC Spdr Portfolio Transaction History
Beacon Financial Advisory LLC
- $270 Million
- Q3 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 4,958 shares of SPYG stock, worth $434,122. This represents 0.15% of its overall portfolio holdings.
Number of Shares
4,958
Previous 5,240
5.38%
Holding current value
$434,122
Previous $419,000
1.91%
% of portfolio
0.15%
Previous 0.17%
Shares
2 transactions
Others Institutions Holding SPYG
# of Institutions
1,088Shares Held
284MCall Options Held
461KPut Options Held
35.8K-
Lpl Financial LLC Fort Mill, SC31.4MShares$2.75 Billion1.2% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA21MShares$1.84 Billion3.76% of portfolio
-
Allworth Financial LP13.2MShares$1.15 Billion6.78% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN7.5MShares$656 Million0.17% of portfolio
-
Morgan Stanley New York, NY6.99MShares$612 Million0.04% of portfolio