Beaumont Financial Advisors, LLC Ishares Tr Russell 200 Value E Transaction History
Beaumont Financial Advisors, LLC
- $1.06 Billion
- Q1 2024
A detailed history of Beaumont Financial Advisors, LLC transactions in Ishares Tr Russell 200 Value E stock. As of the latest transaction made, Beaumont Financial Advisors, LLC holds 5,442 shares of IWX stock, worth $407,116. This represents 0.04% of its overall portfolio holdings.
Number of Shares
5,442Holding current value
$407,116% of portfolio
0.04%Shares
1 transactions
Others Institutions Holding IWX
# of Institutions
149Shares Held
40MCall Options Held
0Put Options Held
0-
Tiaa Trust, National Association Charlotte, NC9.47MShares$709 Million2.21% of portfolio
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Tiaa, Fsb St. Louis, MO8.12MShares$608 Million1.98% of portfolio
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Envestnet Portfolio Solutions, Inc. Berwyn, PA7.1MShares$531 Million2.14% of portfolio
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First Citizens Bank & Trust CO6.65MShares$498 Million8.17% of portfolio
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Ae Wealth Management LLC914KShares$68.4 Million0.86% of portfolio