Beaumont Financial Advisors, LLC FIDELITY WISE ORIGIN BITCOIN FUND Transaction History

Beaumont Financial Advisors, LLC

  • $1.14 Billion
  • Q2 2025
Number of Shares
474,240
Previous 487,554 2.73%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 16, 2025
SELL
N/A
-13,314 Reduced 2.73%
474,240 $0
Q1 2025

May 12, 2025
SELL
N/A
-3,700 Reduced 0.75%
487,554 $0
Q4 2024

Jan 17, 2025
SELL
N/A
-6,453 Reduced 1.3%
491,254 $0
Q3 2024

Oct 09, 2024
BUY
N/A
1,157 Added 0.23%
497,707 $0
Q2 2024

Jul 24, 2024
BUY
N/A
496,550 New
496,550 $0
Track This Portfolio

Track Beaumont Financial Advisors, LLC Portfolio

Follow Beaumont Financial Advisors, LLC and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email