Beaumont Financial Advisors, LLC Ishares Tr Msci Eafe Small Cap Transaction History

Beaumont Financial Advisors, LLC

$1.1 Billion
Q2 2024

A detailed history of Beaumont Financial Advisors, LLC transactions in Ishares Tr Msci Eafe Small Cap stock. As of the latest transaction made, Beaumont Financial Advisors, LLC holds 5,401 shares of SCZ stock, worth $360,948. This represents 0.03% of its overall portfolio holdings.

Number of Shares

5,401

Previous 4,949 9.13%

Holding current value

$360,948

Previous $313,000 6.07%

% of portfolio

0.03%

Previous 0.03%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 24, 2024	BUY	$60.46 - $64.81 $27,327 - $29,294	452 Added 9.13%	5,401 $332,000
Q1 2024 May 10, 2024	BUY	$59.15 - $63.58 $31,941 - $34,333	540 Added 12.25%	4,949 $313,000
Q4 2023 Jan 31, 2024	SELL	$52.38 - $61.98 $7,857 - $9,297	-150 Reduced 3.29%	4,409 $272,000
Q3 2023 Nov 01, 2023	SELL	$56.15 - $61.67 $20,719 - $22,756	-369 Reduced 7.49%	4,559 $257,000
Q2 2023 Aug 02, 2023	BUY	$57.9 - $61.26 $285,331 - $301,889	4,928 New	4,928 $290,000
Q4 2022 Jan 25, 2023	BUY	$48.03 - $57.76 $204,559 - $245,999	4,259 New	4,259 $0

Others Institutions Holding SCZ

# of Institutions

710

Shares Held

103M

Call Options Held

10.5K

Put Options Held

114K

View Full List

About ISHARES TR MSCI EAFE SMALL CAP

Ticker SCZ
Sector ETFs
Industry ETFs

More about SCZ

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Beaumont Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Beaumont Financial Advisors, LLC with notifications on news.

Account

Beaumont Financial Advisors, LLC Ishares Tr Msci Eafe Small Cap Transaction History