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

Beacon Financial Planning, Inc

  • $174 Billion
  • Q1 2025

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 211,633 shares of GTO stock, worth $9.87 Million. This represents 5.71% of its overall portfolio holdings.

Number of Shares
211,633
Previous 241,635 12.42%
Holding current value
$9.87 Million
Previous $11.2 Billion 11.42%
% of portfolio
5.71%
Previous 6.53%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 24, 2025
SELL
$45.9 - $47.37 $1.38 Million - $1.42 Million
-30,002 Reduced 12.42%
211,633 $9.93 Billion
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
205
Shares Held
34.9M
Call Options Held
0
Put Options Held
0
View Full List

About INVESCO ACTIVELY MANAGED ETF T

GTO Quotes by TradingView
  • Ticker GTO
  • Sector ETFs
  • Industry ETFs
More about GTO
Track This Portfolio

Track Beacon Financial Planning, Inc Portfolio

Follow Beacon Financial Planning, Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Beacon Financial Planning, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Beacon Financial Planning, Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email