Beaumont Financial Advisors, LLC Ishares Tr Russell 200 Growth 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 Growth stock. As of the latest transaction made, Beaumont Financial Advisors, LLC holds 2,426 shares of IWY stock, worth $541,046. This represents 0.04% of its overall portfolio holdings.
Number of Shares
2,426Holding current value
$541,046% of portfolio
0.04%Shares
1 transactions
Others Institutions Holding IWY
# of Institutions
462Shares Held
51.1MCall Options Held
2KPut Options Held
1.2K-
Tiaa Trust, National Association Charlotte, NC5.99MShares$1.34 Billion3.58% of portfolio
-
Tiaa, Fsb St. Louis, MO5.94MShares$1.33 Billion3.41% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA5.76MShares$1.28 Billion4.44% of portfolio
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First Citizens Bank & Trust CO5.43MShares$1.21 Billion17.04% of portfolio
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Envestnet Asset Management Inc2.64MShares$589 Million0.2% of portfolio