Beacon Financial Planning, Inc Ishares Tr Edge High Yield Def Transaction History
Beacon Financial Planning, Inc
- $174 Billion
- Q1 2025
A detailed history of Beacon Financial Planning, Inc transactions in Ishares Tr Edge High Yield Def stock. As of the latest transaction made, Beacon Financial Planning, Inc holds 56,757 shares of HYDB stock, worth $2.63 Million. This represents 1.54% of its overall portfolio holdings.
Number of Shares
56,757
Previous 12,170
366.37%
Holding current value
$2.63 Million
Previous $572 Million
367.18%
% of portfolio
1.54%
Previous 0.33%
Shares
2 transactions
Others Institutions Holding HYDB
# of Institutions
245Shares Held
21.5MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc2.71MShares$126 Million0.04% of portfolio
-
State Of New Jersey Common Pension Fund D1.21MShares$56.3 Million0.24% of portfolio
-
Wealthspire Advisors, LLC New York, NY1.19MShares$55.1 Million0.56% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.13MShares$52.4 Million0.02% of portfolio
-
Column Capital Advisors, LLC691KShares$32.1 Million1.58% of portfolio