A detailed history of Beacon Financial Advisory LLC transactions in First Tr Exchange Traded Fd Vi stock. As of the latest transaction made, Beacon Financial Advisory LLC holds 125,457 shares of AFSM stock, worth $4.1 Million. This represents 1.43% of its overall portfolio holdings.

Number of Shares
125,457
Previous 144,269 13.04%
Holding current value
$4.1 Million
Previous $4.08 Million 5.24%
% of portfolio
1.43%
Previous 1.64%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 30, 2024

SELL
$27.9 - $31.02 $524,854 - $583,548
-18,812 Reduced 13.04%
125,457 $3.87 Million
Q2 2024

Jul 26, 2024

BUY
$27.09 - $29.42 $3.91 Million - $4.24 Million
144,269 New
144,269 $4.08 Million

Others Institutions Holding AFSM

About FIRST TR EXCHANGE-TRADED FD VI


  • Ticker AFSM
  • Sector ETFs
  • Industry ETFs
More about AFSM
Track This Portfolio

Track Beacon Financial Advisory LLC Portfolio

Follow Beacon Financial Advisory LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Beacon Financial Advisory LLC, based on Form 13F filings with the SEC.

News

Stay updated on Beacon Financial Advisory LLC with notifications on news.