Beaumont Financial Advisors, LLC T. ROWE PRICE CAPITAL APPRECIATION EQUITY ETF Transaction History

Beaumont Financial Advisors, LLC

  • $1.1 Billion
  • Q2 2024
Number of Shares
611,691
Previous 728,605 16.05%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 24, 2024
SELL
N/A
-116,914 Reduced 16.05%
611,691 $0
Q1 2024

May 10, 2024
SELL
N/A
-14,778 Reduced 1.99%
728,605 $0
Q4 2023

Jan 31, 2024
BUY
N/A
743,383 New
743,383 $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