Beacon Financial Planning, Inc PIMCO ETF TR Transaction History

Beacon Financial Planning, Inc

  • $193 Billion
  • Q3 2025
Number of Shares
43,538
Previous 42,482 2.49%
Holding current value
$1.17 Billion
Previous $1.13 Billion 3.65%
% of portfolio
0.61%
Previous 0.63%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 27, 2025
BUY
N/A
1,056 Added 2.49%
43,538 $1.17 Billion
Q2 2025

Jul 15, 2025
SELL
N/A
-537 Reduced 1.25%
42,482 $1.13 Billion
Q1 2025

Apr 24, 2025
BUY
N/A
8,014 Added 22.89%
43,019 $1.13 Billion
Q4 2024

Jan 27, 2025
BUY
N/A
19,116 Added 120.31%
35,005 $907 Million
Q3 2024

Oct 24, 2024
BUY
N/A
15,889 New
15,889 $423 Million
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