A detailed history of Beaumont Financial Partners, LLC transactions in Ishares Trishares 0 3 Mnth Tre stock. As of the latest transaction made, Beaumont Financial Partners, LLC holds 1,740,775 shares of SGOV stock, worth $175 Million. This represents 16.74% of its overall portfolio holdings.

Number of Shares
1,740,775
Previous 1,799,640 3.27%
Holding current value
$175 Million
Previous $180 Million 3.13%
% of portfolio
16.74%
Previous 16.18%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2022

Nov 14, 2022

SELL
$100.03 - $100.27 $5.89 Million - $5.9 Million
-58,865 Reduced 3.27%
1,740,775 $175 Million
Q2 2022

Aug 04, 2022

BUY
$100.02 - $100.12 $177 Million - $178 Million
1,773,902 Added 6892.15%
1,799,640 $180 Million
Q1 2022

May 09, 2022

BUY
$100.01 - $100.05 $2.57 Million - $2.58 Million
25,738 New
25,738 $2.58 Million

Others Institutions Holding SGOV

About ISHARES TRISHARES 0-3 MNTH TRE


  • Ticker SGOV
  • Sector ETFs
  • Industry ETFs
More about SGOV
Track This Portfolio

Track Beaumont Financial Partners, LLC Portfolio

Follow Beaumont Financial Partners, 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 Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Beaumont Financial Partners, LLC with notifications on news.