Beacon Financial Planning, Inc Invesco Exchange Traded Fd Tr Transaction History
Beacon Financial Planning, Inc
- $143 Billion
- Q1 2024
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 22,253 shares of SPGP stock, worth $2.27 Million. This represents 1.65% of its overall portfolio holdings.
Number of Shares
22,253
Previous 16,412
35.59%
Holding current value
$2.27 Million
Previous $1.61 Billion
47.27%
% of portfolio
1.65%
Previous 1.26%
Shares
4 transactions
Others Institutions Holding SPGP
# of Institutions
337Shares Held
33.4MCall Options Held
1.3KPut Options Held
900-
Morgan Stanley New York, NY4.8MShares$489 Million0.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.53MShares$360 Million0.21% of portfolio
-
Envestnet Asset Management Inc2.31MShares$236 Million0.09% of portfolio
-
Fifth Third Bancorp1.3MShares$132 Million0.54% of portfolio
-
Bank Of America Corp Charlotte, NC1.27MShares$129 Million0.01% of portfolio