Beacon Financial Advisory LLC First Tr Ex Tr Fd Viii Ft Cboe Transaction History
Beacon Financial Advisory LLC
- $270 Million
- Q3 2024
Shares
1 transactions
Others Institutions Holding BUFQ
# of Institutions
110Shares Held
20.4MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC6.63MShares$207 Million0.09% of portfolio
-
Good Life Advisors, LLC1.23MShares$38.5 Million2.38% of portfolio
-
Creekmur Asset Management LLC Morton, IL1.1MShares$34.2 Million7.83% of portfolio
-
Envestnet Asset Management Inc854KShares$26.6 Million0.01% of portfolio
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Cetera Investment Advisers Schaumburg, IL815KShares$25.4 Million0.06% of portfolio