Beacon Financial Group ETF Opportunities Tr Applied F Transaction History
Beacon Financial Group
- $869 Million
- Q1 2025
Shares
7 transactions
Others Institutions Holding VSLU
# of Institutions
34Shares Held
4.62MCall Options Held
0Put Options Held
0-
Crestwood Advisors Group LLC1.17MShares$40.9 Million0.83% of portfolio
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Novare Capital Management LLC689KShares$24 Million2.16% of portfolio
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Watchman Group, Inc. Plano, TX581KShares$20.3 Million6.55% of portfolio
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Jpmorgan Chase & CO New York, NY378KShares$13.2 Million0.0% of portfolio
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Jacobi Capital Management LLC248KShares$8.65 Million0.7% of portfolio