Roi Financial Advisors, LLC First Tr Tactical High Yield L Transaction History
Roi Financial Advisors, LLC
- $145 Billion
- Q3 2024
A detailed history of Roi Financial Advisors, LLC transactions in First Tr Tactical High Yield L stock. As of the latest transaction made, Roi Financial Advisors, LLC holds 5,582 shares of HYLS stock, worth $232,155. This represents 0.16% of its overall portfolio holdings.
Number of Shares
5,582
Previous 5,508
1.34%
Holding current value
$232,155
Previous $224 Million
4.66%
% of portfolio
0.16%
Previous 0.16%
Shares
4 transactions
Others Institutions Holding HYLS
# of Institutions
222Shares Held
32MCall Options Held
0Put Options Held
0-
International Assets Investment Management, LLC Orlando, FL6.8MShares$283 Million0.54% of portfolio
-
Morgan Stanley New York, NY5.31MShares$221 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.18MShares$132 Million0.06% of portfolio
-
First Trust Advisors LP Wheaton, IL2.8MShares$117 Million0.12% of portfolio
-
Wells Fargo & Company San Francisco, CA2.09MShares$86.7 Million0.02% of portfolio