Beacon Financial Advisory LLC First Tr ETF Viii Tcw Opportun Transaction History
Beacon Financial Advisory LLC
- $280 Million
- Q4 2024
A detailed history of Beacon Financial Advisory LLC transactions in First Tr ETF Viii Tcw Opportun stock. As of the latest transaction made, Beacon Financial Advisory LLC holds 7,022 shares of FIXD stock, worth $307,282. This represents 0.11% of its overall portfolio holdings.
Number of Shares
7,022
Previous 7,022
-0.0%
Holding current value
$307,282
Previous $317,000
5.05%
% of portfolio
0.11%
Previous 0.12%
Shares
2 transactions
Others Institutions Holding FIXD
# of Institutions
380Shares Held
94.6MCall Options Held
8.5KPut Options Held
0-
Morgan Stanley New York, NY10.3MShares$450 Million0.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC8.45MShares$370 Million0.15% of portfolio
-
Wells Fargo & Company San Francisco, CA6.31MShares$276 Million0.06% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL3.68MShares$161 Million0.06% of portfolio
-
Ubs Group Ag3.3MShares$144 Million0.03% of portfolio