Beacon Financial Advisory LLC Wisdomtree Tr U.S. Midcap Divi Transaction History
Beacon Financial Advisory LLC
- $280 Million
- Q4 2024
A detailed history of Beacon Financial Advisory LLC transactions in Wisdomtree Tr U.S. Midcap Divi stock. As of the latest transaction made, Beacon Financial Advisory LLC holds 4,559 shares of DON stock, worth $233,420. This represents 0.08% of its overall portfolio holdings.
Number of Shares
4,559Holding current value
$233,420% of portfolio
0.08%Shares
1 transactions
Others Institutions Holding DON
# of Institutions
473Shares Held
43MCall Options Held
500Put Options Held
0-
Bank Of America Corp Charlotte, NC4.38MShares$224 Million0.02% of portfolio
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Morgan Stanley New York, NY2.46MShares$126 Million0.01% of portfolio
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Lpl Financial LLC Fort Mill, SC2.08MShares$107 Million0.04% of portfolio
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Linscomb & Williams, Inc. Houston, TX1.84MShares$94.2 Million4.75% of portfolio
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Ubs Group Ag1.61MShares$82.6 Million0.02% of portfolio