Beaumont Financial Advisors, LLC Ishares Msci Usa Quality Facto Transaction History
Beaumont Financial Advisors, LLC
- $1.14 Billion
- Q4 2024
A detailed history of Beaumont Financial Advisors, LLC transactions in Ishares Msci Usa Quality Facto stock. As of the latest transaction made, Beaumont Financial Advisors, LLC holds 2,505 shares of QUAL stock, worth $458,189. This represents 0.04% of its overall portfolio holdings.
Number of Shares
2,505
Previous 2,301
8.87%
Holding current value
$458,189
Previous $412,000
8.25%
% of portfolio
0.04%
Previous 0.04%
Shares
8 transactions
Others Institutions Holding QUAL
# of Institutions
1,529Shares Held
230MCall Options Held
16.1KPut Options Held
9.2K-
Envestnet Asset Management Inc28.5MShares$5.22 Billion1.69% of portfolio
-
Lpl Financial LLC Fort Mill, SC14.7MShares$2.69 Billion1.21% of portfolio
-
Morgan Stanley New York, NY9.07MShares$1.66 Billion0.12% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA7.68MShares$1.4 Billion0.92% of portfolio
-
Bank Of America Corp Charlotte, NC7.61MShares$1.39 Billion0.11% of portfolio