Primoris Wealth Advisors, LLC First Tr Tactical High Yield L Transaction History
Primoris Wealth Advisors, LLC
- $148 Million
- Q3 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 $417,200. This represents 0.28% of its overall portfolio holdings.
Number of Shares
10,000
Previous 10,000
-0.0%
Holding current value
$417,200
Previous $418,000
0.48%
% of portfolio
0.28%
Previous 0.31%
Shares
1 transactions
Others Institutions Holding HYLS
# of Institutions
235Shares Held
25.5MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY5.99MShares$250 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.6MShares$150 Million0.05% of portfolio
-
First Trust Advisors LP Wheaton, IL2.79MShares$116 Million0.09% of portfolio
-
Wells Fargo & Company San Francisco, CA1.77MShares$73.6 Million0.01% of portfolio
-
Ubs Group Ag1.04MShares$43.3 Million0.01% of portfolio