Beaumont Financial Advisors, LLC First Tr ETF Viii Tcw Unconstr Transaction History
Beaumont Financial Advisors, LLC
- $1.1 Billion
- Q2 2024
A detailed history of Beaumont Financial Advisors, LLC transactions in First Tr ETF Viii Tcw Unconstr stock. As of the latest transaction made, Beaumont Financial Advisors, LLC holds 283,575 shares of UCON stock, worth $7.09 Million. This represents 0.63% of its overall portfolio holdings.
Number of Shares
283,575
Previous 258,156
9.85%
Holding current value
$7.09 Million
Previous $6.35 Million
9.18%
% of portfolio
0.63%
Previous 0.6%
Shares
4 transactions
Others Institutions Holding UCON
# of Institutions
253Shares Held
87.2MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC8.11MShares$203 Million0.1% of portfolio
-
Ubs Group Ag7.87MShares$197 Million0.05% of portfolio
-
Morgan Stanley New York, NY6.1MShares$153 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC3.57MShares$89.4 Million0.01% of portfolio
-
Harbour Investments, Inc. Madison, WI2.87MShares$71.8 Million2.48% of portfolio