Beacon Financial Planning, Inc Invesco Exchange Traded Fd Tr Transaction History
Beacon Financial Planning, Inc
- $179 Billion
- Q2 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 18,109 shares of SPGP stock, worth $1.95 Million. This represents 1.09% of its overall portfolio holdings.
Number of Shares
18,109
Previous 21,687
16.5%
Holding current value
$1.95 Million
Previous $2.17 Billion
9.96%
% of portfolio
1.09%
Previous 1.24%
Shares
9 transactions
Others Institutions Holding SPGP
# of Institutions
345Shares Held
21.2MCall Options Held
6.3KPut Options Held
1.7K-
Morgan Stanley New York, NY3.34MShares$360 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.56MShares$275 Million0.1% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL1.45MShares$156 Million0.06% of portfolio
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Raymond James Financial Services Advisors, Inc. St. Petersburg, FL1.4MShares$151 Million0.2% of portfolio
-
Bank Of America Corp Charlotte, NC1.17MShares$126 Million0.01% of portfolio