Beaumont Financial Partners, LLC Ea Ser Tr Freedom 100 Emerging Transaction History
Beaumont Financial Partners, LLC
- $1.04 Billion
- Q3 2022
A detailed history of Beaumont Financial Partners, LLC transactions in Ea Ser Tr Freedom 100 Emerging stock. As of the latest transaction made, Beaumont Financial Partners, LLC holds 157,926 shares of FRDM stock, worth $5.35 Million. This represents 0.38% of its overall portfolio holdings.
Number of Shares
157,926
Previous 148,593
6.28%
Holding current value
$5.35 Million
Previous $4.1 Million
3.61%
% of portfolio
0.38%
Previous 0.37%
Shares
5 transactions
Others Institutions Holding FRDM
# of Institutions
125Shares Held
14.9MCall Options Held
0Put Options Held
0-
Retirement Planning Group1.85MShares$62.7 Million4.19% of portfolio
-
Thrivent Financial For Lutherans Minneapolis, MN1.5MShares$50.9 Million0.1% of portfolio
-
Northwestern Mutual Wealth Management CO1.38MShares$46.8 Million0.04% of portfolio
-
Tanglewood Wealth Management, Inc.881KShares$29.8 Million3.8% of portfolio
-
Willis Johnson & Associates, Inc.875KShares$29.6 Million2.38% of portfolio