Beaumont Financial Advisors, LLC Invesco Actively Managed ETF F Transaction History

Beaumont Financial Advisors, LLC

  • $1.14 Billion
  • Q2 2025

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 336,227 shares of VRIG stock, worth $8.43 Million. This represents 0.74% of its overall portfolio holdings.

Number of Shares
336,227
Previous 431,714 22.12%
Holding current value
$8.43 Million
Previous $10.8 Million 22.21%
% of portfolio
0.74%
Previous 0.95%

Shares

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

Jul 16, 2025
SELL
$24.89 - $25.14 $2.38 Million - $2.4 Million
-95,487 Reduced 22.12%
336,227 $8.42 Million
Q1 2025

May 12, 2025
BUY
$25.06 - $25.19 $173,841 - $174,743
6,937 Added 1.63%
431,714 $10.8 Million
Q4 2024

Jan 17, 2025
BUY
$25.06 - $25.2 $1.96 Million - $1.97 Million
78,184 Added 22.56%
424,777 $10.7 Million
Q3 2024

Oct 09, 2024
SELL
$25.05 - $25.21 $131,712 - $132,554
-5,258 Reduced 1.49%
346,593 $8.7 Million
Q2 2024

Jul 24, 2024
BUY
$25.06 - $25.24 $1.33 Million - $1.34 Million
53,236 Added 17.83%
351,851 $8.85 Million
Q1 2024

May 10, 2024
SELL
$24.99 - $25.17 $1.01 Million - $1.01 Million
-40,240 Reduced 11.88%
298,615 $7.49 Million
Q4 2023

Jan 31, 2024
SELL
$24.87 - $25.04 $682,059 - $686,722
-27,425 Reduced 7.49%
338,855 $8.47 Million
Q3 2023

Nov 01, 2023
SELL
$24.9 - $25.06 $271,036 - $272,778
-10,885 Reduced 2.89%
366,280 $9.14 Million
Q2 2023

Aug 02, 2023
SELL
$24.74 - $24.97 $582,750 - $588,168
-23,555 Reduced 5.88%
377,165 $9.39 Million
Q1 2023

May 08, 2023
SELL
$24.62 - $25.06 $207,497 - $211,205
-8,428 Reduced 2.06%
400,720 $9.91 Million
Q4 2022

Jan 25, 2023
BUY
$24.55 - $24.77 $10 Million - $10.1 Million
409,148 New
409,148 $0

Others Institutions Holding VRIG

# of Institutions
164
Shares Held
42.9M
Call Options Held
0
Put Options Held
0
View Full List

About INVESCO ACTIVELY MANAGED ETF F

VRIG Quotes by TradingView
  • Ticker VRIG
  • Sector ETFs
  • Industry ETFs
More about VRIG
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