Beacon Financial Advisory LLC Wisdomtree Tr Wisdomtree U.S. Transaction History
Beacon Financial Advisory LLC
- $298 Million
- Q1 2025
A detailed history of Beacon Financial Advisory LLC transactions in Wisdomtree Tr Wisdomtree U.S. stock. As of the latest transaction made, Beacon Financial Advisory LLC holds 6,770 shares of WTV stock, worth $538,824. This represents 0.19% of its overall portfolio holdings.
Number of Shares
6,770Holding current value
$538,824% of portfolio
0.19%Shares
1 transactions
Others Institutions Holding WTV
# of Institutions
120Shares Held
5.15MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC830KShares$66 Million0.03% of portfolio
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Raymond James Financial Inc St. Petersburg, FL337KShares$26.8 Million0.01% of portfolio
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Prism Advisors, Inc.268KShares$21.3 Million6.75% of portfolio
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Raymond James Financial Services Advisors, Inc. St. Petersburg, FL243KShares$19.3 Million0.03% of portfolio
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Legacy Financial Advisors, Inc.217KShares$17.3 Million3.54% of portfolio