Beacon Financial Advisory LLC First Tr Exch Trd Fd Viii Ft C Transaction History
Beacon Financial Advisory LLC
- $193 Million
- Q1 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 9,150 shares of FJUL stock, worth $422,913. This represents 0.21% of its overall portfolio holdings.
Number of Shares
9,150
Previous 9,150
-0.0%
Holding current value
$422,913
Previous $380,000
6.84%
% of portfolio
0.21%
Previous 0.19%
Shares
3 transactions
Others Institutions Holding FJUL
# of Institutions
132Shares Held
8.19MCall Options Held
0Put Options Held
0-
Wells Fargo & Company San Francisco, CA970KShares$44.8 Million0.01% of portfolio
-
Envestnet Asset Management Inc650KShares$30 Million0.01% of portfolio
-
Commonwealth Equity Services, LLC536KShares$24.8 Million0.04% of portfolio
-
Astor Investment Management LLC507KShares$23.4 Million10.0% of portfolio
-
Mc Carthy & Cox Marysville, OH401KShares$18.5 Million6.73% of portfolio