Beaumont Financial Advisors, LLC Ishares Tr Russell 200 Growth Transaction History
Beaumont Financial Advisors, LLC
- $1.11 Billion
- Q3 2024
A detailed history of Beaumont Financial Advisors, LLC transactions in Ishares Tr Russell 200 Growth stock. As of the latest transaction made, Beaumont Financial Advisors, LLC holds 2,426 shares of IWY stock, worth $554,413. This represents 0.05% of its overall portfolio holdings.
Number of Shares
2,426
Previous 2,426
-0.0%
Holding current value
$554,413
Previous $520,000
2.5%
% of portfolio
0.05%
Previous 0.05%
Shares
1 transactions
Others Institutions Holding IWY
# of Institutions
528Shares Held
49.9MCall Options Held
12.3KPut Options Held
5.1K-
Tiaa Trust, National Association Charlotte, NC6.55MShares$1.5 Billion4.33% of portfolio
-
Tiaa, Fsb St. Louis, MO5.94MShares$1.36 Billion3.41% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA5.24MShares$1.2 Billion4.13% of portfolio
-
First Citizens Bank & Trust CO5.01MShares$1.14 Billion16.88% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.06MShares$470 Million0.12% of portfolio