Beacon Financial Group Wisdomtree U.S. Largecap Fund Transaction History
Beacon Financial Group
- $869 Million
- Q2 2024
A detailed history of Beacon Financial Group transactions in Wisdomtree U.S. Largecap Fund stock. As of the latest transaction made, Beacon Financial Group holds 52,790 shares of EPS stock, worth $3.15 Million. This represents 0.35% of its overall portfolio holdings.
Number of Shares
52,790
Previous 53,769
1.82%
Holding current value
$3.15 Million
Previous $2.98 Million
0.81%
% of portfolio
0.35%
Previous 0.34%
Shares
16 transactions
Others Institutions Holding EPS
# of Institutions
114Shares Held
10.4MCall Options Held
0Put Options Held
0-
Fiduciary Trust CO Boston, MA1.7MShares$102 Million1.49% of portfolio
-
Private Wealth Strategies, L.L.C.1.27MShares$75.7 Million14.73% of portfolio
-
Private Advisor Group, LLC1.03MShares$61.7 Million0.4% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.03MShares$61.2 Million0.03% of portfolio
-
Morgan Stanley New York, NY966KShares$57.6 Million0.0% of portfolio