Beacon Harbor Wealth Advisors, Inc. First Tr Exchange Traded Fd Ii Transaction History
Beacon Harbor Wealth Advisors, Inc.
- $420 Million
- Q3 2024
Shares
2 transactions
Others Institutions Holding FPXI
# of Institutions
87Shares Held
2.05MCall Options Held
0Put Options Held
0-
Wells Fargo & Company San Francisco, CA328KShares$15.9 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC240KShares$11.6 Million0.01% of portfolio
-
Morgan Stanley New York, NY200KShares$9.68 Million0.0% of portfolio
-
Susquehanna International Group, LLP Bala Cynwyd, PA100KShares$4.85 Million0.0% of portfolio
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Bickling Financial Services, Inc. Lexington, MA88.2KShares$4.27 Million2.15% of portfolio