Beacon Financial Advisory LLC First Tr Exchange Traded Fd Vi Transaction History

Beacon Financial Advisory LLC

  • $298 Million
  • Q1 2025

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 102,445 shares of AFSM stock, worth $2.93 Million. This represents 0.96% of its overall portfolio holdings.

Number of Shares
102,445
Previous 110,543 7.33%
Holding current value
$2.93 Million
Previous $3.33 Million 13.89%
% of portfolio
0.96%
Previous 1.19%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 24, 2025
SELL
$26.96 - $31.29 $218,322 - $253,386
-8,098 Reduced 7.33%
102,445 $2.86 Million
Q4 2024

Jan 27, 2025
SELL
$30.04 - $33.26 $448,016 - $496,039
-14,914 Reduced 11.89%
110,543 $3.33 Million
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

# of Institutions
23
Shares Held
1.08M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TR EXCHANGE-TRADED FD VI

AFSM Quotes by TradingView
  • Ticker AFSM
  • Sector ETFs
  • Industry ETFs
More about AFSM
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