Beaumont Financial Advisors, LLC First Tr ETF Vi Smid Cap Risin Transaction History
Beaumont Financial Advisors, LLC
- $1.14 Billion
- Q4 2024
A detailed history of Beaumont Financial Advisors, LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Beaumont Financial Advisors, LLC holds 204,703 shares of SDVY stock, worth $6.64 Million. This represents 0.65% of its overall portfolio holdings.
Number of Shares
204,703Holding current value
$6.64 Million% of portfolio
0.65%Shares
1 transactions
Others Institutions Holding SDVY
# of Institutions
509Shares Held
175MCall Options Held
4KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC21.9MShares$711 Million0.33% of portfolio
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Morgan Stanley New York, NY18.7MShares$607 Million0.05% of portfolio
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Wells Fargo & Company San Francisco, CA12.7MShares$413 Million0.11% of portfolio
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Raymond James Financial Inc St. Petersburg, FL10.6MShares$345 Million0.14% of portfolio
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Bank Of America Corp Charlotte, NC7.1MShares$230 Million0.02% of portfolio