Beacon Financial Advisory LLC First Tr ETF Viii Tcw Opportun Transaction History

Beacon Financial Advisory LLC

  • $270 Million
  • Q3 2024

A detailed history of Beacon Financial Advisory LLC transactions in First Tr ETF Viii Tcw Opportun stock. As of the latest transaction made, Beacon Financial Advisory LLC holds 7,022 shares of FIXD stock, worth $301,594. This represents 0.12% of its overall portfolio holdings.

Number of Shares
7,022
Previous 6,239 12.55%
Holding current value
$301,594
Previous $268,000 18.28%
% of portfolio
0.12%
Previous 0.11%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 30, 2024
BUY
$42.87 - $45.76 $33,567 - $35,830
783 Added 12.55%
7,022 $317,000
Q2 2024

Jul 26, 2024
BUY
$42.01 - $43.6 $262,100 - $272,020
6,239 New
6,239 $268,000

Others Institutions Holding FIXD

# of Institutions
351
Shares Held
101M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TR ETF VIII TCW OPPORTUN

FIXD Quotes by TradingView
  • Ticker FIXD
  • Sector ETFs
  • Industry ETFs
More about FIXD
Track This Portfolio

Track Beacon Financial Advisory LLC Portfolio

Follow Beacon Financial Advisory LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Beacon Financial Advisory LLC, based on Form 13F filings with the SEC.

News

Stay updated on Beacon Financial Advisory LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email