Beacon Financial Advisory LLC First Tr S&P Reit Index Fd Transaction History
Beacon Financial Advisory LLC
- $280 Million
- Q4 2024
Shares
16 transactions
Others Institutions Holding FRI
# of Institutions
78Shares Held
4.77MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY826KShares$23.3 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC786KShares$22.2 Million0.01% of portfolio
-
Cetera Investment Advisers Schaumburg, IL573KShares$16.2 Million0.03% of portfolio
-
Tcp Asset Management, LLC Columbus, OH290KShares$8.2 Million1.91% of portfolio
-
Ubs Group Ag211KShares$5.95 Million0.0% of portfolio