Beaumont Financial Advisors, LLC Ishares Tr Global 100 ETF Transaction History
Beaumont Financial Advisors, LLC
- $1.14 Billion
- Q2 2025
Shares
9 transactions
Others Institutions Holding IOO
# of Institutions
358Shares Held
45MCall Options Held
0Put Options Held
28.5K-
Black Rock Inc. New York, NY25.8MShares$2.94 Billion0.06% of portfolio
-
Northwestern Mutual Wealth Management CO2.9MShares$330 Million0.23% of portfolio
-
Annex Advisory Services, LLC1.42MShares$162 Million5.03% of portfolio
-
Amplius Wealth Advisors, LLC1.12MShares$127 Million12.22% of portfolio
-
Morgan Stanley New York, NY919KShares$104 Million0.01% of portfolio