Primoris Wealth Advisors, LLC First Tr Tactical High Yield L Transaction History
Primoris Wealth Advisors, LLC
- $135 Million
- Q2 2025
A detailed history of Primoris Wealth Advisors, LLC transactions in First Tr Tactical High Yield L stock. As of the latest transaction made, Primoris Wealth Advisors, LLC holds 10,000 shares of HYLS stock, worth $416,900. This represents 0.31% of its overall portfolio holdings.
Number of Shares
10,000
Previous 10,000
-0.0%
Holding current value
$416,900
Previous $410,000
1.95%
% of portfolio
0.31%
Previous 0.34%
Shares
1 transactions
Others Institutions Holding HYLS
# of Institutions
236Shares Held
24.8MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY5.63MShares$235 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.53MShares$147 Million0.06% of portfolio
-
First Trust Advisors LP Wheaton, IL2.78MShares$116 Million0.11% of portfolio
-
Wells Fargo & Company San Francisco, CA1.94MShares$80.8 Million0.02% of portfolio
-
Ubs Group Ag1.14MShares$47.7 Million0.01% of portfolio