Beacon Financial Advisory LLC First Tr ETF Fd Iv First Tr Lo Transaction History
Beacon Financial Advisory LLC
- $280 Million
- Q4 2024
A detailed history of Beacon Financial Advisory LLC transactions in First Tr ETF Fd Iv First Tr Lo stock. As of the latest transaction made, Beacon Financial Advisory LLC holds 9,311 shares of LMBS stock, worth $456,983. This represents 0.16% of its overall portfolio holdings.
Number of Shares
9,311
Previous 6,942
34.13%
Holding current value
$456,983
Previous $343,000
32.07%
% of portfolio
0.16%
Previous 0.13%
Shares
10 transactions
Others Institutions Holding LMBS
# of Institutions
446Shares Held
78.2MCall Options Held
4KPut Options Held
0-
Morgan Stanley New York, NY12.1MShares$592 Million0.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC9.27MShares$455 Million0.19% of portfolio
-
Wells Fargo & Company San Francisco, CA4.85MShares$238 Million0.05% of portfolio
-
Ubs Group Ag4.15MShares$204 Million0.04% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL3.07MShares$151 Million0.06% of portfolio