Beacon Financial Advisory LLC First Tr Exch Trd Fd Viii Ft C Transaction History
Beacon Financial Advisory LLC
- $373 Million
- Q3 2025
A detailed history of Beacon Financial Advisory LLC transactions in First Tr Exch Trd Fd Viii Ft C stock. As of the latest transaction made, Beacon Financial Advisory LLC holds 5,320 shares of FJUL stock, worth $291,802. This represents 0.08% of its overall portfolio holdings.
Number of Shares
5,320
Previous 4,470
19.02%
Holding current value
$291,802
Previous $231,000
25.97%
% of portfolio
0.08%
Previous 0.07%
Shares
6 transactions
Others Institutions Holding FJUL
# of Institutions
164Shares Held
7.62MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc720KShares$39.5 Million0.01% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL588KShares$32.3 Million0.01% of portfolio
-
Raymond James & Associates St Petersburg, FL465KShares$25.5 Million0.01% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL405KShares$22.2 Million0.03% of portfolio
-
Ferguson Shapiro LLC401KShares$22 Million11.02% of portfolio