Beacon Financial Advisory LLC Wisdomtree Tr Us Multifactor F Transaction History
Beacon Financial Advisory LLC
- $280 Million
- Q4 2024
A detailed history of Beacon Financial Advisory LLC transactions in Wisdomtree Tr Us Multifactor F stock. As of the latest transaction made, Beacon Financial Advisory LLC holds 12,437 shares of USMF stock, worth $585,409. This represents 0.22% of its overall portfolio holdings.
Number of Shares
12,437
Previous 9,514
30.72%
Holding current value
$585,409
Previous $464,000
32.97%
% of portfolio
0.22%
Previous 0.17%
Shares
3 transactions
Others Institutions Holding USMF
# of Institutions
68Shares Held
8.55MCall Options Held
0Put Options Held
0-
Lido Advisors, LLC Los Angeles, CA2.34MShares$110 Million0.53% of portfolio
-
High Tower Advisors, LLC Chicago, IL1.29MShares$60.6 Million0.09% of portfolio
-
Private Wealth Strategies, L.L.C.1.19MShares$56.1 Million11.04% of portfolio
-
Great Valley Advisor Group, Inc.458KShares$21.6 Million0.56% of portfolio
-
Team Financial Group, LLC Temecula, CA379KShares$17.8 Million10.8% of portfolio