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 $1.03 Million. This represents 0.35% of its overall portfolio holdings.

Number of Shares
21,183
Previous 12,437 70.32%
Holding current value
$1.03 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
69
Shares Held
8.79M
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
Track This Portfolio

Track Beacon Financial Advisory LLC Portfolio

Follow Beacon Financial Advisory LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Beacon Financial Advisory LLC, based on Form 13F filings with the SEC.

News

Stay updated on Beacon Financial Advisory LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email