Beacon Financial Planning, Inc Invesco Actively Managed ETF T Transaction History

Beacon Financial Planning, Inc

$172 Billion
Q4 2024

A detailed history of Beacon Financial Planning, Inc transactions in Invesco Actively Managed ETF T stock. As of the latest transaction made, Beacon Financial Planning, Inc holds 241,635 shares of GTO stock, worth $11.3 Million. This represents 6.53% of its overall portfolio holdings.

Number of Shares

241,635

Previous 256,782 5.9%

Holding current value

$11.3 Million

Previous $12.4 Billion 9.6%

% of portfolio

6.53%

Previous 7.66%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 27, 2025	SELL	$46.33 - $48.41 $701,760 - $733,266	-15,147 Reduced 5.9%	241,635 $11.2 Billion
Q3 2024 Oct 24, 2024	SELL	$46.22 - $48.77 $290,446 - $306,470	-6,284 Reduced 2.39%	256,782 $12.4 Billion
Q2 2024 Jul 18, 2024	SELL	$45.43 - $46.93 $140,833 - $145,483	-3,100 Reduced 1.16%	263,066 $12.2 Billion
Q1 2024 Apr 22, 2024	SELL	$46.24 - $47.35 $175,203 - $179,409	-3,789 Reduced 1.4%	266,166 $12.5 Billion
Q4 2023 Jan 29, 2024	BUY	$43.49 - $47.4 $54,145 - $59,013	1,245 Added 0.46%	269,955 $12.8 Billion
Q3 2023 Oct 24, 2023	BUY	$44.55 - $46.82 $232,640 - $244,494	5,222 Added 1.98%	268,710 $12 Billion
Q2 2023 Jul 19, 2023	BUY	$46.01 - $47.65 $298,052 - $308,676	6,478 Added 2.52%	263,488 $12.2 Billion
Q1 2023 May 04, 2023	BUY	$46.61 - $48.66 $666,662 - $695,983	14,303 Added 5.89%	257,010 $12.1 Billion
Q4 2022 Feb 15, 2023	BUY	$44.32 - $47.8 $10.8 Million - $11.6 Million	242,707 New	242,707 $11.3 Billion

Others Institutions Holding GTO

# of Institutions

194

Shares Held

34M

Call Options Held

Put Options Held

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About INVESCO ACTIVELY MANAGED ETF T

Ticker GTO
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Beacon Financial Planning, Inc Invesco Actively Managed ETF T Transaction History