Beacon Financial Advisory LLC Cambria Shareholder Yld ETF Transaction History

Beacon Financial Advisory LLC

$280 Million
Q4 2024

A detailed history of Beacon Financial Advisory LLC transactions in Cambria Shareholder Yld ETF stock. As of the latest transaction made, Beacon Financial Advisory LLC holds 5,712 shares of SYLD stock, worth $396,755. This represents 0.14% of its overall portfolio holdings.

Number of Shares

5,712

Previous 5,694 0.32%

Holding current value

$396,755

Previous $412,000 5.1%

% of portfolio

0.14%

Previous 0.15%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 27, 2025	BUY	$68.06 - $76.27 $1,225 - $1,372	18 Added 0.32%	5,712 $391,000
Q3 2024 Oct 30, 2024	SELL	$66.68 - $72.81 $53,344 - $58,248	-800 Reduced 12.32%	5,694 $412,000
Q2 2024 Jul 26, 2024	BUY	$67.74 - $73.13 $155,056 - $167,394	2,289 Added 54.44%	6,494 $443,000
Q1 2024 May 01, 2024	BUY	$65.45 - $73.27 $2,487 - $2,784	38 Added 0.91%	4,205 $308,000
Q4 2023 Jan 23, 2024	BUY	$58.37 - $68.37 $10,273 - $12,033	176 Added 4.41%	4,167 $281,000
Q3 2023 Oct 25, 2023	BUY	$59.83 - $64.7 $4,786 - $5,176	80 Added 2.05%	3,991 $246,000
Q2 2023 Jul 17, 2023	BUY	$54.56 - $61.17 $213,384 - $239,235	3,911 New	3,911 $239,000

Others Institutions Holding SYLD

# of Institutions

197

Shares Held

12.5M

Call Options Held

Put Options Held

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About CAMBRIA SHAREHOLDER YLD ETF

Ticker SYLD
Sector ETFs
Industry ETFs

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Beacon Financial Advisory LLC Cambria Shareholder Yld ETF Transaction History