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

Beacon Financial Advisory LLC

  • $298 Million
  • Q1 2025

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 23,748 shares of EPS stock, worth $1.37 Million. This represents 0.47% of its overall portfolio holdings.

Number of Shares
23,748
Previous 9,854 141.0%
Holding current value
$1.37 Million
Previous $602,000 133.72%
% of portfolio
0.47%
Previous 0.22%

Shares

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

Apr 24, 2025
BUY
$58.38 - $64.16 $811,131 - $891,439
13,894 Added 141.0%
23,748 $1.41 Million
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
149
Shares Held
14M
Call Options Held
0
Put Options Held
0
View Full List

About WISDOMTREE U.S. LARGECAP FUND

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