Beacon Financial Advisory LLC Wisdomtree Tr Us Multifactor F Transaction History

Beacon Financial Advisory LLC

  • $280 Million
  • Q4 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 12,437 shares of USMF stock, worth $630,307. This represents 0.22% of its overall portfolio holdings.

Number of Shares
12,437
Previous 9,514 30.72%
Holding current value
$630,307
Previous $464,000 32.97%
% of portfolio
0.22%
Previous 0.17%

Shares

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

Jan 27, 2025
BUY
$48.43 - $52.86 $141,560 - $154,509
2,923 Added 30.72%
12,437 $617,000
Q3 2024

Oct 30, 2024
BUY
$44.69 - $48.87 $78,520 - $85,864
1,757 Added 22.65%
9,514 $464,000
Q2 2024

Jul 26, 2024
BUY
$43.93 - $46.44 $340,765 - $360,235
7,757 New
7,757 $352,000

Others Institutions Holding USMF

# of Institutions
69
Shares Held
8.71M
Call Options Held
0
Put Options Held
0
View Full List

About WISDOMTREE TR US MULTIFACTOR F

USMF Quotes by TradingView
  • Ticker USMF
  • Sector ETFs
  • Industry ETFs
More about USMF
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