Beacon Financial Advisory LLC First Tr Exch Trd Fd Viii Ft C Transaction History
Beacon Financial Advisory LLC
- $270 Million
- Q3 2024
A detailed history of Beacon Financial Advisory LLC transactions in First Tr Exch Trd Fd Viii Ft C stock. As of the latest transaction made, Beacon Financial Advisory LLC holds 8,720 shares of FJUL stock, worth $428,936. This represents 0.16% of its overall portfolio holdings.
Number of Shares
8,720
Previous 9,150
4.7%
Holding current value
$428,936
Previous $421,000
0.48%
% of portfolio
0.16%
Previous 0.17%
Shares
4 transactions
Others Institutions Holding FJUL
# of Institutions
144Shares Held
6.67MCall Options Held
0Put Options Held
0-
Cwm, LLC487KShares$23.9 Million0.1% of portfolio
-
Envestnet Asset Management Inc469KShares$23.1 Million0.01% of portfolio
-
Raymond James & Associates St Petersburg, FL465KShares$22.9 Million0.01% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL405KShares$19.9 Million0.03% of portfolio
-
Mc Carthy & Cox Marysville, OH400KShares$19.7 Million7.38% of portfolio