Beacon Financial Advisory LLC Wisdomtree Tr Us Small Cap Qua Put Options Transaction History
Beacon Financial Advisory LLC
- $298 Million
- Q1 2025
Put Options
0 transactions
Quarter | Operation | Price Per put | puts change | puts Held | SEC Form |
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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
-
Private Wealth Strategies, L.L.C.550KShares$24.1 Million5.29% of portfolio
-
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
-
Ubs Group Ag325KShares$14.2 Million0.0% of portfolio