A detailed history of Beaumont Financial Advisors, LLC transactions in Ishares Trust Aaa A Rated Corp stock. As of the latest transaction made, Beaumont Financial Advisors, LLC holds 12,863 shares of QLTA stock, worth $611,249. This represents 0.06% of its overall portfolio holdings.

Number of Shares
12,863
Previous 12,863 -0.0%
Holding current value
$611,249
Previous $602,000 4.98%
% of portfolio
0.06%
Previous 0.05%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 10, 2024

SELL
$46.83 - $48.13 $983 - $1,010
-21 Reduced 0.16%
12,863 $610,000
Q4 2023

Jan 31, 2024

SELL
$43.8 - $48.35 $90,666 - $100,084
-2,070 Reduced 13.84%
12,884 $620,000
Q1 2023

May 08, 2023

SELL
$46.1 - $48.56 $783 - $825
-17 Reduced 0.11%
14,954 $715,000
Q4 2022

Jan 25, 2023

BUY
$44.08 - $47.89 $659,921 - $716,961
14,971 New
14,971 $0

Others Institutions Holding QLTA

About ISHARES TRUST AAA-A RATED CORP


  • Ticker QLTA
  • Sector ETFs
  • Industry ETFs
More about QLTA
Track This Portfolio

Track Beaumont Financial Advisors, LLC Portfolio

Follow Beaumont Financial Advisors, LLC and customize your updates to receive the information that matters most to you.

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.