Beacon Financial Advisory LLC First Tr Large Cap Core Alphde Transaction History
Beacon Financial Advisory LLC
- $280 Million
- Q4 2024
Shares
2 transactions
Others Institutions Holding FEX
# of Institutions
229Shares Held
8.12MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY1.2MShares$116 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC957KShares$92.6 Million0.04% of portfolio
-
Janney Montgomery Scott LLC516KShares$50 Million0.15% of portfolio
-
Wells Fargo & Company San Francisco, CA469KShares$45.4 Million0.01% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL288KShares$27.9 Million0.01% of portfolio