Beacon Financial Advisory LLC First Tr ETF Fd Iv First Tr Lo Transaction History
Beacon Financial Advisory LLC
- $373 Million
- Q3 2025
A detailed history of Beacon Financial Advisory LLC transactions in First Tr ETF Fd Iv First Tr Lo stock. As of the latest transaction made, Beacon Financial Advisory LLC holds 56,389 shares of LMBS stock, worth $2.82 Million. This represents 0.75% of its overall portfolio holdings.
Number of Shares
56,389
Previous 46,587
21.04%
Holding current value
$2.82 Million
Previous $2.29 Million
22.36%
% of portfolio
0.75%
Previous 0.67%
Shares
13 transactions
Others Institutions Holding LMBS
# of Institutions
455Shares Held
89.9MCall Options Held
5KPut Options Held
0-
Morgan Stanley New York, NY13.8MShares$690 Million0.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC11.6MShares$580 Million0.18% of portfolio
-
Wells Fargo & Company San Francisco, CA5.43MShares$272 Million0.05% of portfolio
-
Ubs Group Ag4.63MShares$231 Million0.04% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL3.81MShares$190 Million0.06% of portfolio