Roi Financial Advisors, LLC First Tr Tactical High Yield L Transaction History
Roi Financial Advisors, LLC
- $138 Billion
- Q2 2024
A detailed history of Roi Financial Advisors, LLC transactions in First Tr Tactical High Yield L stock. As of the latest transaction made, Roi Financial Advisors, LLC holds 5,508 shares of HYLS stock, worth $230,950. This represents 0.16% of its overall portfolio holdings.
Number of Shares
5,508
Previous 5,432
1.4%
Holding current value
$230,950
Previous $224 Million
0.1%
% of portfolio
0.16%
Previous 0.18%
Shares
3 transactions
Others Institutions Holding HYLS
# of Institutions
217Shares Held
23.4MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY4.33MShares$182 Million0.01% of portfolio
-
First Trust Advisors LP Wheaton, IL2.57MShares$108 Million0.11% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.51MShares$105 Million0.05% of portfolio
-
Wells Fargo & Company San Francisco, CA2.27MShares$95.1 Million0.02% of portfolio
-
Prostatis Group LLC Hanover, MD1.67MShares$70.2 Million0.8% of portfolio