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 $302,577. This represents 0.11% of its overall portfolio holdings.
Number of Shares
7,022
Previous 7,022
-0.0%
Holding current value
$302,577
Previous $317,000
5.05%
% of portfolio
0.11%
Previous 0.12%
Shares
2 transactions
Others Institutions Holding FIXD
# of Institutions
355Shares Held
100MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY12.4MShares$536 Million0.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC9.43MShares$406 Million0.2% of portfolio
-
Signature Estate & Investment Advisors LLC7.79MShares$336 Million8.16% of portfolio
-
Wells Fargo & Company San Francisco, CA7.05MShares$304 Million0.07% of portfolio
-
Ubs Group Ag3.92MShares$169 Million0.04% of portfolio