Beaumont Financial Advisors, LLC Ishares Core S&P U.S Growth Et Transaction History
Beaumont Financial Advisors, LLC
- $1.14 Billion
- Q4 2024
A detailed history of Beaumont Financial Advisors, LLC transactions in Ishares Core S&P U.S Growth Et stock. As of the latest transaction made, Beaumont Financial Advisors, LLC holds 4,679 shares of IUSG stock, worth $606,725. This represents 0.06% of its overall portfolio holdings.
Number of Shares
4,679
Previous 4,801
2.54%
Holding current value
$606,725
Previous $633,000
3.0%
% of portfolio
0.06%
Previous 0.06%
Shares
2 transactions
Others Institutions Holding IUSG
# of Institutions
825Shares Held
118MCall Options Held
2.7KPut Options Held
100-
Bank Of America Corp Charlotte, NC39.5MShares$5.12 Billion0.47% of portfolio
-
Lpl Financial LLC Fort Mill, SC15.3MShares$1.98 Billion0.9% of portfolio
-
Morgan Stanley New York, NY13MShares$1.69 Billion0.13% of portfolio
-
Jones Financial Companies Lllp6.29MShares$816 Million0.84% of portfolio
-
Envestnet Asset Management Inc2.02MShares$262 Million0.09% of portfolio