Beaumont Financial Advisors, LLC Ishares Core U.S. Aggregate Bo Transaction History
Beaumont Financial Advisors, LLC
- $1.1 Billion
- Q2 2024
A detailed history of Beaumont Financial Advisors, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Beaumont Financial Advisors, LLC holds 4,685 shares of AGG stock, worth $468,312. This represents 0.04% of its overall portfolio holdings.
Number of Shares
4,685
Previous 4,545
3.08%
Holding current value
$468,312
Previous $445,000
2.02%
% of portfolio
0.04%
Previous 0.04%
Shares
7 transactions
Others Institutions Holding AGG
# of Institutions
1,920Shares Held
1.01BCall Options Held
68.7KPut Options Held
175K-
Jones Financial Companies Lllp117MShares$11.7 Billion13.14% of portfolio
-
Raymond James & Associates St Petersburg, FL68.7MShares$6.87 Billion4.43% of portfolio
-
Wells Fargo & Company San Francisco, CA58.1MShares$5.8 Billion1.39% of portfolio
-
Black Rock Inc. New York, NY46MShares$4.6 Billion0.1% of portfolio
-
Envestnet Asset Management Inc44.1MShares$4.41 Billion1.52% of portfolio