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
Others Institutions Holding FPEI
# of Institutions
191Shares Held
65.7MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY15.8MShares$297 Million0.02% of portfolio
-
Ubs Group Ag8.33MShares$156 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC4.49MShares$84.3 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.52MShares$66 Million0.03% of portfolio
-
Royal Bank Of Canada Toronto, A62.98MShares$55.9 Million0.01% of portfolio