BEACON FINANCIAL GROUP's ownership history for CMA

BEACON FINANCIAL GROUP currently holds 4.9K shares with a market value of $338.0K. It started holding CMA on 2024-09-30. At its peak, it held 6.6K shares on 2024-12-31. Its highest holding value was $408.9K on 2024-12-31. At its lowest, it held 4.9K shares on 2025-09-30, with a value of $295.3K on 2025-06-30. In the recent 180 days, BEACON FINANCIAL GROUP has decreased its shares by 841. In the recent year, BEACON FINANCIAL GROUP has decreased its shares by 1.7K.