Beacon Financial Advisory LLC First Tr Ex Trad Fd Viii Cboe Transaction History
Beacon Financial Advisory LLC
- $280 Million
- Q4 2024
A detailed history of Beacon Financial Advisory LLC transactions in First Tr Ex Trad Fd Viii Cboe stock. As of the latest transaction made, Beacon Financial Advisory LLC holds 5,500 shares of FOCT stock, worth $228,800. This represents 0.08% of its overall portfolio holdings.
Number of Shares
5,500
Previous 5,500
-0.0%
Holding current value
$228,800
Previous $232,000
0.86%
% of portfolio
0.08%
Previous 0.09%
Shares
2 transactions
Others Institutions Holding FOCT
# of Institutions
134Shares Held
5.89MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc563KShares$23.4 Million0.01% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL531KShares$22.1 Million0.01% of portfolio
-
Cetera Investment Advisers Schaumburg, IL455KShares$18.9 Million0.04% of portfolio
-
Le Clair Wealth Partners LLC Dublin, OH285KShares$11.9 Million8.1% of portfolio
-
Leigh Baldwin & Co., LLC Cazenovia, NY273KShares$11.3 Million0.24% of portfolio