Beaumont Financial Advisors, LLC Ea Ser Tr Freedom 100 Emerging Transaction History
Beaumont Financial Advisors, LLC
- $1.1 Billion
- Q2 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 176,906 shares of FRDM stock, worth $6.25 Million. This represents 0.57% of its overall portfolio holdings.
Number of Shares
176,906
Previous 172,831
2.36%
Holding current value
$6.25 Million
Previous $5.83 Million
7.19%
% of portfolio
0.57%
Previous 0.55%
Shares
7 transactions
Others Institutions Holding FRDM
# of Institutions
119Shares Held
13.6MCall Options Held
0Put Options Held
0-
Retirement Planning Group1.79MShares$63.2 Million4.52% of portfolio
-
Thrivent Financial For Lutherans Minneapolis, MN1.6MShares$56.6 Million0.11% of portfolio
-
Northwestern Mutual Wealth Management CO1.33MShares$46.9 Million0.05% of portfolio
-
Intelligence Driven Advisers, LLC528KShares$18.7 Million2.64% of portfolio
-
Kathmere Capital Management, LLC Wayne, PA485KShares$17.1 Million1.87% of portfolio