Beacon Financial Advisory LLC Wisdomtree U.S. Largecap Fund Transaction History

Beacon Financial Advisory LLC

  • $270 Million
  • Q3 2024

A detailed history of Beacon Financial Advisory LLC transactions in Wisdomtree U.S. Largecap Fund stock. As of the latest transaction made, Beacon Financial Advisory LLC holds 6,925 shares of EPS stock, worth $435,167. This represents 0.15% of its overall portfolio holdings.

Number of Shares
6,925
Previous 5,008 38.28%
Holding current value
$435,167
Previous $284,000 46.13%
% of portfolio
0.15%
Previous 0.11%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 30, 2024
BUY
$54.33 - $60.04 $104,150 - $115,096
1,917 Added 38.28%
6,925 $415,000
Q2 2024

Jul 26, 2024
BUY
$52.92 - $56.98 $265,023 - $285,355
5,008 New
5,008 $284,000

Others Institutions Holding EPS

# of Institutions
123
Shares Held
11.5M
Call Options Held
0
Put Options Held
0
View Full List

About WISDOMTREE U.S. LARGECAP FUND

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