Beacon Harbor Wealth Advisors, Inc. First Tr Exchange Traded Fd Ii Transaction History
Beacon Harbor Wealth Advisors, Inc.
- $409 Million
- Q3 2025
Shares
2 transactions
Others Institutions Holding FPXI
# of Institutions
89Shares Held
1.96MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC358KShares$21.4 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA271KShares$16.2 Million0.0% of portfolio
-
Morgan Stanley New York, NY207KShares$12.4 Million0.0% of portfolio
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Bickling Financial Services, Inc. Lexington, MA88.2KShares$5.27 Million2.15% of portfolio
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Sfi Advisors, LLC Montclair, NJ71KShares$4.25 Million2.88% of portfolio