Beaumont Financial Advisors, LLC Ishares Tr Ibonds Dec 2028 Ter Transaction History
Beaumont Financial Advisors, LLC
- $1.24 Billion
- Q3 2025
A detailed history of Beaumont Financial Advisors, LLC transactions in Ishares Tr Ibonds Dec 2028 Ter stock. As of the latest transaction made, Beaumont Financial Advisors, LLC holds 55,731 shares of IBDT stock, worth $1.42 Million. This represents 0.12% of its overall portfolio holdings.
Number of Shares
55,731Holding current value
$1.42 Million% of portfolio
0.12%Shares
1 transactions
Others Institutions Holding IBDT
# of Institutions
399Shares Held
98MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC7.82MShares$199 Million0.01% of portfolio
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Morgan Stanley New York, NY4.05MShares$103 Million0.01% of portfolio
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Laurel Wealth Advisors LLC Charlotte, NC3.63MShares$92.8 Million2.05% of portfolio
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Capital Investment Advisors, LLC3.42MShares$87.2 Million1.5% of portfolio
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Capital Advisors Inc3.21MShares$82 Million1.4% of portfolio