Beacon Harbor Wealth Advisors, Inc. First Tr Long/Short Equity ETF Transaction History
Beacon Harbor Wealth Advisors, Inc.
- $420 Million
- Q3 2024
A detailed history of Beacon Harbor Wealth Advisors, Inc. transactions in First Tr Long/Short Equity ETF stock. As of the latest transaction made, Beacon Harbor Wealth Advisors, Inc. holds 124,611 shares of FTLS stock, worth $7.95 Million. This represents 1.88% of its overall portfolio holdings.
Number of Shares
124,611
Previous 120,765
3.18%
Holding current value
$7.95 Million
Previous $7.56 Million
4.63%
% of portfolio
1.88%
Previous 1.97%
Shares
2 transactions
Others Institutions Holding FTLS
# of Institutions
198Shares Held
17.7MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY4.45MShares$284 Million0.02% of portfolio
-
Royal Bank Of Canada Toronto, A61.68MShares$107 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.56MShares$99.7 Million0.05% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN950KShares$60.7 Million0.02% of portfolio
-
Envestnet Asset Management Inc523KShares$33.4 Million0.01% of portfolio