Beaumont Financial Advisors, LLC Ishares Agency Bond ETF Transaction History

Beaumont Financial Advisors, LLC

$1.14 Billion
Q4 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 08, 2023	BUY	$105.78 - $108.76 $247,736 - $254,715	2,342 New	2,342 $253,000

Others Institutions Holding AGZ

# of Institutions

153

Shares Held

4.69M

Call Options Held

0

Put Options Held

0

True Private Wealth Advisors

752K
Shares

$81.6 Million
10.39% of portfolio
Stifel Financial Corp St. Louis, MO

352K
Shares

$38.2 Million
0.04% of portfolio
High Tower Advisors, LLC Chicago, IL

314K
Shares

$34 Million
0.05% of portfolio
Raymond James & Associates St Petersburg, FL

188K
Shares

$20.4 Million
0.01% of portfolio
Ambassador Advisors, LLC Lancaster, PA

172K
Shares

$18.7 Million
3.35% of portfolio

About ISHARES AGENCY BOND ETF

Ticker AGZ
Sector ETFs
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