Beaumont Asset Management, L.L.C. Ishares Tr Ibonds Dec 2031 Ter Transaction History
Beaumont Asset Management, L.L.C.
- $181 Million
- Q2 2025
A detailed history of Beaumont Asset Management, L.L.C. transactions in Ishares Tr Ibonds Dec 2031 Ter stock. As of the latest transaction made, Beaumont Asset Management, L.L.C. holds 60,626 shares of IBDW stock, worth $1.27 Million. This represents 0.71% of its overall portfolio holdings.
Number of Shares
60,626
Previous 57,220
5.95%
Holding current value
$1.27 Million
Previous $1.19 Million
7.41%
% of portfolio
0.71%
Previous 0.73%
Shares
2 transactions
Others Institutions Holding IBDW
# of Institutions
210Shares Held
60.6MCall Options Held
0Put Options Held
0-
Aptus Capital Advisors, LLC5.98MShares$125 Million1.38% of portfolio
-
Capital Investment Advisors, LLC3.13MShares$65.6 Million1.24% of portfolio
-
Bank Of America Corp Charlotte, NC2.7MShares$56.6 Million0.0% of portfolio
-
Morgan Stanley New York, NY2.66MShares$55.7 Million0.0% of portfolio
-
Venture Visionary Partners LLC2.39MShares$50 Million1.97% of portfolio