Beacon Capital Management, LLC Wisdomtree Tr Transaction History
Beacon Capital Management, LLC
- $625 Million
- Q4 2024
A detailed history of Beacon Capital Management, LLC transactions in Wisdomtree Tr stock. As of the latest transaction made, Beacon Capital Management, LLC holds 387 shares of DWM stock, worth $21,911. This represents 0.0% of its overall portfolio holdings.
Number of Shares
387
Previous 384
0.78%
Holding current value
$21,911
Previous $22,000
9.09%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding DWM
# of Institutions
126Shares Held
6.12MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY1.07MShares$60.5 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC712KShares$40.3 Million0.02% of portfolio
-
Lri Investments, LLC Palm Beach Gardens, FL391KShares$22.1 Million1.98% of portfolio
-
Wealth Enhancement Advisory Services, LLC379KShares$21.5 Million0.04% of portfolio
-
Bank Of America Corp Charlotte, NC350KShares$19.8 Million0.0% of portfolio