Beacon Financial Advisory LLC First Tr Exchange Traded Fd Vi Transaction History
Beacon Financial Advisory LLC
- $280 Million
- Q4 2024
A detailed history of Beacon Financial Advisory LLC transactions in First Tr Exchange Traded Fd Vi stock. As of the latest transaction made, Beacon Financial Advisory LLC holds 110,543 shares of AFSM stock, worth $3.35 Million. This represents 1.19% of its overall portfolio holdings.
Number of Shares
110,543
Previous 125,457
11.89%
Holding current value
$3.35 Million
Previous $3.87 Million
14.02%
% of portfolio
1.19%
Previous 1.43%
Shares
3 transactions
Others Institutions Holding AFSM
# of Institutions
16Shares Held
513KCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc221KShares$6.69 Million0.0% of portfolio
-
Truist Financial Corp220KShares$6.67 Million0.01% of portfolio
-
Bka Wealth Consulting, Inc.52.8KShares$1.6 Million1.77% of portfolio
-
World Equity Group, Inc. Schaumburg, IL26.2KShares$795,7870.17% of portfolio
-
Prospera Financial Services Inc18.5KShares$559,7730.01% of portfolio