Beacon Financial Advisory LLC Spdr Tr Ser Spdr S&P Semicondu Transaction History
Beacon Financial Advisory LLC
- $193 Million
- Q1 2024
A detailed history of Beacon Financial Advisory LLC transactions in Spdr Tr Ser Spdr S&P Semicondu stock. As of the latest transaction made, Beacon Financial Advisory LLC holds 3,293 shares of XSD stock, worth $853,479. This represents 0.4% of its overall portfolio holdings.
Number of Shares
3,293
Previous 3,562
7.55%
Holding current value
$853,479
Previous $800,000
4.5%
% of portfolio
0.4%
Previous 0.4%
Shares
16 transactions
Others Institutions Holding XSD
# of Institutions
235Shares Held
3.59MCall Options Held
22.1KPut Options Held
6.5K-
Global Assets Advisory, LLC Orlando, FL1.15MShares$298 Million0.22% of portfolio
-
Lpl Financial LLC Fort Mill, SC227KShares$58.9 Million0.03% of portfolio
-
Morgan Stanley New York, NY159KShares$41.2 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC152KShares$39.4 Million0.0% of portfolio
-
Envestnet Asset Management Inc133KShares$34.5 Million0.01% of portfolio