Beacon Financial Advisory LLC John Hancock Multifactor Large Transaction History

Beacon Financial Advisory LLC

$270 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2021 Apr 20, 2021	SELL	$46.66 - $50.89 $6,625 - $7,226	-142 Reduced 2.77%	4,983 $253,000
Q3 2020 Oct 08, 2020	BUY	$38.49 - $43.96 $197,261 - $225,295	5,125 New	5,125 $214,000

Others Institutions Holding JHML

# of Institutions

103

Shares Held

13.9M

Call Options Held

0

Put Options Held

0

International Assets Investment Management, LLC Orlando, FL

3.42M
Shares

$248 Million
0.15% of portfolio
Grimes & Company, Inc.

1.71M
Shares

$124 Million
3.25% of portfolio
Ameriprise Financial Inc Minneapolis, MN

1.28M
Shares

$92.9 Million
0.02% of portfolio
Lpl Financial LLC Fort Mill, SC

993K
Shares

$71.9 Million
0.03% of portfolio
Wells Fargo & Company San Francisco, CA

832K
Shares

$60.3 Million
0.01% of portfolio

About JOHN HANCOCK MULTIFACTOR LARGE

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