Beaumont Financial Advisors, LLC Ea Ser Tr Freedom 100 Emerging Transaction History

Beaumont Financial Advisors, LLC

$1.14 Billion
Q4 2024

A detailed history of Beaumont Financial Advisors, LLC transactions in Ea Ser Tr Freedom 100 Emerging stock. As of the latest transaction made, Beaumont Financial Advisors, LLC holds 188,671 shares of FRDM stock, worth $6.76 Million. This represents 0.54% of its overall portfolio holdings.

Number of Shares

188,671

Previous 180,660 4.43%

Holding current value

$6.76 Million

Previous $6.46 Million 4.63%

% of portfolio

0.54%

Previous 0.58%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 17, 2025	BUY	$32.68 - $36.28 $261,799 - $290,639	8,011 Added 4.43%	188,671 $6.17 Million
Q3 2024 Oct 09, 2024	BUY	$31.97 - $37.3 $120,015 - $140,024	3,754 Added 2.12%	180,660 $6.46 Million
Q2 2024 Jul 24, 2024	BUY	$32.03 - $35.89 $130,522 - $146,251	4,075 Added 2.36%	176,906 $6.25 Million
Q1 2024 May 10, 2024	BUY	$30.02 - $33.85 $416,977 - $470,176	13,890 Added 8.74%	172,831 $5.83 Million
Q4 2023 Jan 31, 2024	BUY	$27.57 - $33.04 $389,674 - $466,987	14,134 Added 9.76%	158,941 $5.23 Million
Q3 2023 Nov 01, 2023	BUY	$27.95 - $33.06 $176,001 - $208,178	6,297 Added 4.55%	144,807 $4.1 Million
Q2 2023 Aug 02, 2023	BUY	$28.78 - $32.53 $829,525 - $937,612	28,823 Added 26.28%	138,510 $4.34 Million
Q1 2023 May 08, 2023	BUY	$27.27 - $31.05 $62,039 - $70,638	2,275 Added 2.12%	109,687 $3.22 Million
Q4 2022 Jan 25, 2023	BUY	$24.6 - $29.46 $2.64 Million - $3.16 Million	107,412 New	107,412 $0

Others Institutions Holding FRDM

# of Institutions

137

Shares Held

17.6M

Call Options Held

Put Options Held

84.2K

View Full List

About EA SER TR FREEDOM 100 EMERGING

Ticker FRDM
Sector ETFs
Industry ETFs

More about FRDM

Track This Portfolio

Portfolio Update

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

News

Stay updated on Beaumont Financial Advisors, LLC with notifications on news.

Account

Beaumont Financial Advisors, LLC Ea Ser Tr Freedom 100 Emerging Transaction History