Beacon Financial Advisory LLC Wisdomtree Tr Us Multifactor F Transaction History

Beacon Financial Advisory LLC

  • $298 Million
  • Q1 2025

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 21,183 shares of USMF stock, worth $1.06 Million. This represents 0.35% of its overall portfolio holdings.

Number of Shares
21,183
Previous 12,437 70.32%
Holding current value
$1.06 Million
Previous $617,000 70.34%
% of portfolio
0.35%
Previous 0.22%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 24, 2025
BUY
$48.29 - $51.95 $422,344 - $454,354
8,746 Added 70.32%
21,183 $1.05 Million
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
73
Shares Held
7.83M
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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