Beacon Financial Advisory LLC First Tr ETF Iii Instl Pfd Sec Transaction History
Beacon Financial Advisory LLC
- $298 Million
- Q1 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 58,531 shares of FPEI stock, worth $1.07 Million. This represents 0.37% of its overall portfolio holdings.
Number of Shares
58,531
Previous 45,196
29.5%
Holding current value
$1.07 Million
Previous $845,000
29.47%
% of portfolio
0.37%
Previous 0.3%
Shares
4 transactions
Others Institutions Holding FPEI
# of Institutions
192Shares Held
67.3MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY15.8MShares$290 Million0.02% of portfolio
-
Ubs Group Ag8.33MShares$153 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC4.49MShares$82.4 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.84MShares$70.4 Million0.03% of portfolio
-
Royal Bank Of Canada Toronto, A62.98MShares$54.6 Million0.01% of portfolio