Beacon Financial Advisory LLC First Tr Exchange Traded Fd Ii Call Options Transaction History
Beacon Financial Advisory LLC
- $270 Million
- Q3 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding MARB
# of Institutions
41Shares Held
1.1MCall Options Held
0Put Options Held
0-
Owen La Rue, LLC Elizabethtown, KY256KShares$5.04 Million3.4% of portfolio
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Midwest Financial Group LLC Overland Park, KS65.7KShares$1.29 Million0.76% of portfolio
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Bcgm Wealth Management, LLC55.7KShares$1.09 Million0.4% of portfolio
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Holistic Financial Partners52.2KShares$1.02 Million0.54% of portfolio
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Stratos Wealth Advisors, LLC51.2KShares$1.01 Million0.05% of portfolio