Beacon Financial Advisory LLC First Tr ETF Iii Instl Pfd Sec Transaction History

Beacon Financial Advisory LLC

  • $280 Million
  • Q4 2024

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 45,196 shares of FPEI stock, worth $848,328. This represents 0.3% of its overall portfolio holdings.

Number of Shares
45,196
Previous 32,935 37.23%
Holding current value
$848,328
Previous $628,000 34.55%
% of portfolio
0.3%
Previous 0.23%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 27, 2025
BUY
$18.62 - $19.05 $228,299 - $233,572
12,261 Added 37.23%
45,196 $845,000
Q3 2024

Oct 30, 2024
BUY
$18.36 - $19.08 $157,638 - $163,820
8,586 Added 35.26%
32,935 $628,000
Q2 2024

Jul 26, 2024
BUY
$17.91 - $18.43 $436,090 - $448,752
24,349 New
24,349 $447,000

Others Institutions Holding FPEI

# of Institutions
191
Shares Held
65.7M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TR ETF III INSTL PFD SEC

FPEI Quotes by TradingView
  • Ticker FPEI
  • Sector ETFs
  • Industry ETFs
More about FPEI
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