Beacon Financial Advisory LLC Wisdomtree Tr Us Small Cap Qua Transaction History
Beacon Financial Advisory LLC
- $298 Million
- Q1 2025
A detailed history of Beacon Financial Advisory LLC transactions in Wisdomtree Tr Us Small Cap Qua stock. As of the latest transaction made, Beacon Financial Advisory LLC holds 6,366 shares of DGRS stock, worth $278,512. This represents 0.1% of its overall portfolio holdings.
Number of Shares
6,366Holding current value
$278,512% of portfolio
0.1%Shares
1 transactions
Others Institutions Holding DGRS
# of Institutions
138Shares Held
6.3MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC579KShares$25.3 Million0.01% of portfolio
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Private Wealth Strategies, L.L.C.550KShares$24.1 Million5.29% of portfolio
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Morgan Stanley New York, NY481KShares$21 Million0.0% of portfolio
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Lido Advisors, LLC Los Angeles, CA480KShares$21 Million0.11% of portfolio
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Ubs Group Ag325KShares$14.2 Million0.0% of portfolio