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

Beacon Financial Advisory LLC

  • $280 Million
  • Q4 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 9,854 shares of EPS stock, worth $626,024. This represents 0.22% of its overall portfolio holdings.

Number of Shares
9,854
Previous 6,925 42.3%
Holding current value
$626,024
Previous $415,000 45.06%
% of portfolio
0.22%
Previous 0.15%

Shares

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

Jan 27, 2025
BUY
$59.58 - $63.93 $174,509 - $187,250
2,929 Added 42.3%
9,854 $602,000
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
127
Shares Held
11.4M
Call Options Held
0
Put Options Held
0
View Full List

About WISDOMTREE U.S. LARGECAP FUND

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