Beaumont Financial Advisors, LLC Ishares Short Term National Mu Transaction History
Beaumont Financial Advisors, LLC
- $1.1 Billion
- Q2 2024
A detailed history of Beaumont Financial Advisors, LLC transactions in Ishares Short Term National Mu stock. As of the latest transaction made, Beaumont Financial Advisors, LLC holds 7,008 shares of SUB stock, worth $743,128. This represents 0.07% of its overall portfolio holdings.
Number of Shares
7,008
Previous 4,783
46.52%
Holding current value
$743,128
Previous $500,000
46.4%
% of portfolio
0.07%
Previous 0.05%
Shares
6 transactions
Others Institutions Holding SUB
# of Institutions
812Shares Held
68.4MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC6.99MShares$741 Million0.07% of portfolio
-
Envestnet Asset Management Inc6.19MShares$656 Million0.23% of portfolio
-
Mercer Global Advisors Inc Denver, CO6.04MShares$641 Million1.6% of portfolio
-
Morgan Stanley New York, NY3.6MShares$382 Million0.03% of portfolio
-
Sei Investments CO Oaks, PA2.52MShares$267 Million0.38% of portfolio