Beacon Financial Advisory LLC Wisdomtree Tr U.S. Midcap Divi Call Options Transaction History
Beacon Financial Advisory LLC
- $298 Million
- Q1 2025
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding DON
# of Institutions
489Shares Held
43.6MCall Options Held
500Put Options Held
0-
Bank Of America Corp Charlotte, NC4.51MShares$214 Million0.02% of portfolio
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Morgan Stanley New York, NY2.49MShares$118 Million0.01% of portfolio
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Lpl Financial LLC Fort Mill, SC2.08MShares$98.7 Million0.04% of portfolio
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Linscomb & Williams, Inc. Houston, TX1.84MShares$87.3 Million4.75% of portfolio
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Ubs Group Ag1.59MShares$75.6 Million0.02% of portfolio