Beaumont Financial Advisors, LLC Invesco Actively Managed ETF F Transaction History
Beaumont Financial Advisors, LLC
- $1.1 Billion
- Q2 2024
A detailed history of Beaumont Financial Advisors, LLC transactions in Invesco Actively Managed ETF F stock. As of the latest transaction made, Beaumont Financial Advisors, LLC holds 351,851 shares of VRIG stock, worth $8.84 Million. This represents 0.8% of its overall portfolio holdings.
Number of Shares
351,851
Previous 298,615
17.83%
Holding current value
$8.84 Million
Previous $7.49 Million
18.06%
% of portfolio
0.8%
Previous 0.71%
Shares
7 transactions
Others Institutions Holding VRIG
# of Institutions
120Shares Held
29.6MCall Options Held
0Put Options Held
0-
Invesco Ltd. Atlanta, GA8.01MShares$201 Million0.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.7MShares$67.8 Million0.03% of portfolio
-
Morgan Stanley New York, NY2.35MShares$59.1 Million0.0% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ1.48MShares$37.3 Million0.09% of portfolio
-
Fiduciary Planning LLC Coral Springs, FL999KShares$25.1 Million12.24% of portfolio