Beacon Financial Planning, Inc Invesco Exchange Traded Fd Tr Transaction History
Beacon Financial Planning, Inc
- $193 Billion
- Q3 2025
A detailed history of Beacon Financial Planning, Inc transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Beacon Financial Planning, Inc holds 17,890 shares of SPGP stock, worth $1.98 Million. This represents 1.05% of its overall portfolio holdings.
Number of Shares
17,890
Previous 18,109
1.21%
Holding current value
$1.98 Million
Previous $1.95 Billion
4.22%
% of portfolio
1.05%
Previous 1.09%
Shares
10 transactions
Others Institutions Holding SPGP
# of Institutions
343Shares Held
16.9MCall Options Held
2.2KPut Options Held
0-
Morgan Stanley New York, NY2.2MShares$244 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.61MShares$178 Million0.06% of portfolio
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Raymond James Financial Services Advisors, Inc. St. Petersburg, FL1.4MShares$155 Million0.2% of portfolio
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Raymond James Financial Inc St. Petersburg, FL1.12MShares$124 Million0.04% of portfolio
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Bank Of America Corp Charlotte, NC950KShares$105 Million0.01% of portfolio