Beacon Financial Advisory LLC First Tr ETF Viii Tcw Opportun Transaction History
Beacon Financial Advisory LLC
- $280 Million
- Q4 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 $303,490. This represents 0.11% of its overall portfolio holdings.
Number of Shares
7,022
Previous 7,022
-0.0%
Holding current value
$303,490
Previous $317,000
5.05%
% of portfolio
0.11%
Previous 0.12%
Shares
2 transactions
Others Institutions Holding FIXD
# of Institutions
374Shares Held
94.5MCall Options Held
8.5KPut Options Held
0-
Morgan Stanley New York, NY10.3MShares$444 Million0.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC8.45MShares$365 Million0.15% of portfolio
-
Wells Fargo & Company San Francisco, CA6.31MShares$273 Million0.06% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL3.68MShares$159 Million0.06% of portfolio
-
Ubs Group Ag3.3MShares$143 Million0.03% of portfolio