Beacon Financial Advisory LLC Wisdomtree Tr Us Multifactor F Call Options Transaction History
Beacon Financial Advisory LLC
- $344 Million
- Q2 2025
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding USMF
# of Institutions
74Shares Held
7.8MCall Options Held
0Put Options Held
0-
High Tower Advisors, LLC Chicago, IL1.31MShares$67 Million0.09% of portfolio
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Private Wealth Strategies, L.L.C.1.19MShares$60.9 Million11.04% of portfolio
-
Lido Advisors, LLC Los Angeles, CA825KShares$42.2 Million0.17% of portfolio
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Great Valley Advisor Group, Inc.490KShares$25.1 Million0.59% of portfolio
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Lpl Financial LLC Fort Mill, SC420KShares$21.5 Million0.01% of portfolio