Beacon Financial Advisory LLC First Tr ETF Iii Instl Pfd Sec Transaction History
Beacon Financial Advisory LLC
- $344 Million
- Q2 2025
A detailed history of Beacon Financial Advisory LLC transactions in First Tr ETF Iii Instl Pfd Sec stock. As of the latest transaction made, Beacon Financial Advisory LLC holds 70,163 shares of FPEI stock, worth $1.34 Million. This represents 0.39% of its overall portfolio holdings.
Number of Shares
70,163
Previous 58,531
19.87%
Holding current value
$1.34 Million
Previous $1.09 Million
21.76%
% of portfolio
0.39%
Previous 0.37%
Shares
5 transactions
Others Institutions Holding FPEI
# of Institutions
193Shares Held
69.1MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY16.9MShares$323 Million0.02% of portfolio
-
Ubs Group Ag8.56MShares$164 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC4.62MShares$88.4 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.73MShares$71.4 Million0.03% of portfolio
-
Royal Bank Of Canada Toronto, A63.33MShares$63.9 Million0.01% of portfolio