Beaumont Financial Advisors, LLC Ishares Barclays 1 3 Year Trea Transaction History
Beaumont Financial Advisors, LLC
- $1.1 Billion
- Q2 2024
A detailed history of Beaumont Financial Advisors, LLC transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, Beaumont Financial Advisors, LLC holds 4,652 shares of SHY stock, worth $382,068. This represents 0.03% of its overall portfolio holdings.
Number of Shares
4,652
Previous 3,113
49.44%
Holding current value
$382,068
Previous $254,000
49.21%
% of portfolio
0.03%
Previous 0.02%
Shares
7 transactions
Others Institutions Holding SHY
# of Institutions
1,184Shares Held
231MCall Options Held
581KPut Options Held
102K-
Morgan Stanley New York, NY30.7MShares$2.52 Billion0.2% of portfolio
-
Black Rock Inc. New York, NY24.4MShares$2 Billion0.05% of portfolio
-
Bank Of America Corp Charlotte, NC12.6MShares$1.04 Billion0.1% of portfolio
-
Jpmorgan Chase & CO New York, NY8.87MShares$729 Million0.07% of portfolio
-
Assetmark, Inc7.32MShares$601 Million1.96% of portfolio