Beaumont Financial Advisors, LLC First Tr Fd Dow Jones Transaction History
Beaumont Financial Advisors, LLC
- $1.11 Billion
- Q3 2024
A detailed history of Beaumont Financial Advisors, LLC transactions in First Tr Fd Dow Jones stock. As of the latest transaction made, Beaumont Financial Advisors, LLC holds 48,908 shares of FDN stock, worth $11.7 Million. This represents 0.94% of its overall portfolio holdings.
Number of Shares
48,908
Previous 49,591
1.38%
Holding current value
$11.7 Million
Previous $10.2 Million
1.94%
% of portfolio
0.94%
Previous 0.92%
Shares
8 transactions
Others Institutions Holding FDN
# of Institutions
545Shares Held
16.3MCall Options Held
91.2KPut Options Held
79.6K-
First Trust Advisors LP Wheaton, IL3.8MShares$907 Million0.8% of portfolio
-
Morgan Stanley New York, NY1.35MShares$323 Million0.02% of portfolio
-
Wells Fargo & Company San Francisco, CA1.02MShares$243 Million0.05% of portfolio
-
International Assets Investment Management, LLC Orlando, FL891KShares$212 Million0.01% of portfolio
-
Ubs Group Ag754KShares$180 Million0.04% of portfolio