Beacon Harbor Wealth Advisors, Inc. First Tr Long/Short Equity ETF Transaction History
Beacon Harbor Wealth Advisors, Inc.
- $407 Million
- Q4 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 132,513 shares of FTLS stock, worth $8.83 Million. This represents 2.14% of its overall portfolio holdings.
Number of Shares
132,513
Previous 124,611
6.34%
Holding current value
$8.83 Million
Previous $7.91 Million
10.25%
% of portfolio
2.14%
Previous 1.88%
Shares
3 transactions
Others Institutions Holding FTLS
# of Institutions
246Shares Held
22MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY5.53MShares$368 Million0.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.91MShares$127 Million0.05% of portfolio
-
Royal Bank Of Canada Toronto, A61.77MShares$118 Million0.02% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.66MShares$111 Million0.03% of portfolio
-
Jpmorgan Chase & CO New York, NY768KShares$51.2 Million0.0% of portfolio