Beaumont Financial Advisors, LLC Ea Ser Tr Freedom 100 Emerging Transaction History

Beaumont Financial Advisors, LLC

$1.06 Billion
Q1 2024

A detailed history of Beaumont Financial Advisors, LLC transactions in Ea Ser Tr Freedom 100 Emerging stock. As of the latest transaction made, Beaumont Financial Advisors, LLC holds 172,831 shares of FRDM stock, worth $6.33 Million. This represents 0.55% of its overall portfolio holdings.

Number of Shares

172,831

Previous 158,941 8.74%

Holding current value

$6.33 Million

Previous $5.23 Million 11.47%

% of portfolio

0.55%

Previous 0.53%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 10, 2024	BUY	$30.02 - $33.85 $416,977 - $470,176	13,890 Added 8.74%	172,831 $5.83 Million
Q4 2023 Jan 31, 2024	BUY	$27.57 - $33.04 $389,674 - $466,987	14,134 Added 9.76%	158,941 $5.23 Million
Q3 2023 Nov 01, 2023	BUY	$27.95 - $33.06 $176,001 - $208,178	6,297 Added 4.55%	144,807 $4.1 Million
Q2 2023 Aug 02, 2023	BUY	$28.78 - $32.53 $829,525 - $937,612	28,823 Added 26.28%	138,510 $4.34 Million
Q1 2023 May 08, 2023	BUY	$27.27 - $31.05 $62,039 - $70,638	2,275 Added 2.12%	109,687 $3.22 Million

Q4 2022 Jan 25, 2023	BUY	$26.46 - $29.46 $2.84 Million - $3.16 Million	107,412 New	107,412 $0

Others Institutions Holding FRDM

# of Institutions

113

Shares Held

14.7M

Call Options Held

Put Options Held

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About EA SER TR FREEDOM 100 EMERGING

Ticker FRDM
Sector ETFs
Industry ETFs

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Beaumont Financial Advisors, LLC Ea Ser Tr Freedom 100 Emerging Transaction History