Beacon Financial Planning, Inc Invesco ETF Tr Ii S&P Smallcap Transaction History

Beacon Financial Planning, Inc

  • $162 Billion
  • Q3 2024

A detailed history of Beacon Financial Planning, Inc transactions in Invesco ETF Tr Ii S&P Smallcap stock. As of the latest transaction made, Beacon Financial Planning, Inc holds 61,938 shares of XSHQ stock, worth $2.65 Million. This represents 1.65% of its overall portfolio holdings.

Number of Shares
61,938
Previous 45,348 36.58%
Holding current value
$2.65 Million
Previous $1.76 Billion 52.11%
% of portfolio
1.65%
Previous 1.2%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 24, 2024
BUY
$38.22 - $43.47 $634,069 - $721,167
16,590 Added 36.58%
61,938 $2.68 Billion
Q2 2024

Jul 18, 2024
BUY
$38.4 - $40.81 $631,564 - $671,202
16,447 Added 56.91%
45,348 $1.76 Billion
Q1 2024

Apr 22, 2024
BUY
$37.97 - $41.18 $770,980 - $836,159
20,305 Added 236.21%
28,901 $1.19 Billion
Q4 2023

Jan 29, 2024
BUY
$33.63 - $40.52 $289,083 - $348,309
8,596 New
8,596 $343 Million

Others Institutions Holding XSHQ

# of Institutions
63
Shares Held
5.98M
Call Options Held
0
Put Options Held
0
View Full List

About INVESCO ETF TR II S&P SMALLCAP

XSHQ Quotes by TradingView
  • Ticker XSHQ
  • Sector ETFs
  • Industry ETFs
More about XSHQ
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