Beacon Financial Advisory LLC First Tr Exchange Traded Fd Call Options Transaction History
Beacon Financial Advisory LLC
- $270 Million
- Q3 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding FCTR
# of Institutions
48Shares Held
1.86MCall Options Held
0Put Options Held
0-
Geneos Wealth Management Inc.393KShares$13.5 Million0.47% of portfolio
-
Lunt Capital Management, Inc. Holladay, UT300KShares$10.3 Million4.37% of portfolio
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Acg Wealth221KShares$7.59 Million1.32% of portfolio
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Soltis Investment Advisors LLC St. George, UT187KShares$6.45 Million0.58% of portfolio
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Lpl Financial LLC Fort Mill, SC143KShares$4.91 Million0.0% of portfolio