Beacon Financial Advisory LLC Innovator Laddered Fund Of U.S Transaction History
Beacon Financial Advisory LLC
- $193 Million
- Q1 2024
Shares
10 transactions
Others Institutions Holding KOCT
# of Institutions
77Shares Held
2.09MCall Options Held
0Put Options Held
0-
Global Strategic Investment Solutions, LLC233KShares$00.0% of portfolio
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Bullseye Investment Management, LLC159KShares$00.0% of portfolio
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Advisor Group Holdings, Inc. Phoenix, AZ133KShares$00.0% of portfolio
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Valtinson Bruner Financial Planning LLC131KShares$00.0% of portfolio
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Commonwealth Equity Services, LLC96.4KShares$00.0% of portfolio