Beacon Financial Advisory LLC Wisdomtree Tr Us Quality Divid Transaction History

Beacon Financial Advisory LLC

  • $280 Million
  • Q4 2024

A detailed history of Beacon Financial Advisory LLC transactions in Wisdomtree Tr Us Quality Divid stock. As of the latest transaction made, Beacon Financial Advisory LLC holds 8,667 shares of DGRW stock, worth $718,320. This represents 0.25% of its overall portfolio holdings.

Number of Shares
8,667
Previous 6,860 26.34%
Holding current value
$718,320
Previous $570,000 22.98%
% of portfolio
0.25%
Previous 0.21%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 27, 2025
BUY
$80.93 - $85.66 $146,240 - $154,787
1,807 Added 26.34%
8,667 $701,000
Q3 2024

Oct 30, 2024
BUY
$75.88 - $83.21 $123,684 - $135,632
1,630 Added 31.17%
6,860 $570,000
Q2 2024

Jul 26, 2024
BUY
$72.31 - $79.02 $378,181 - $413,274
5,230 New
5,230 $408,000

Others Institutions Holding DGRW

# of Institutions
726
Shares Held
144M
Call Options Held
16.5K
Put Options Held
200
View Full List

About WISDOMTREE TR US QUALITY DIVID

DGRW Quotes by TradingView
  • Ticker DGRW
  • Sector ETFs
  • Industry ETFs
More about DGRW
Track This Portfolio

Track Beacon Financial Advisory LLC Portfolio

Follow Beacon Financial Advisory LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Beacon Financial Advisory LLC, based on Form 13F filings with the SEC.

News

Stay updated on Beacon Financial Advisory LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email