Beacon Financial Advisory LLC Wisdomtree Tr Us Multifactor F Transaction History
Beacon Financial Advisory LLC
- $270 Million
- Q3 2024
A detailed history of Beacon Financial Advisory LLC transactions in Wisdomtree Tr Us Multifactor F stock. As of the latest transaction made, Beacon Financial Advisory LLC holds 9,514 shares of USMF stock, worth $482,264. This represents 0.17% of its overall portfolio holdings.
Number of Shares
9,514
Previous 7,757
22.65%
Holding current value
$482,264
Previous $352,000
31.82%
% of portfolio
0.17%
Previous 0.14%
Shares
2 transactions
Others Institutions Holding USMF
# of Institutions
61Shares Held
5.16MCall Options Held
0Put Options Held
0-
High Tower Advisors, LLC Chicago, IL1.29MShares$65.4 Million0.09% of portfolio
-
Private Wealth Strategies, L.L.C.1.19MShares$60.4 Million11.04% of portfolio
-
Great Valley Advisor Group, Inc.464KShares$23.5 Million0.59% of portfolio
-
Team Financial Group, LLC Temecula, CA368KShares$18.7 Million10.7% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL306KShares$15.5 Million0.02% of portfolio