Beaumont Financial Partners, LLC Pacer Fds Tr Benchmark Data & Transaction History
Beaumont Financial Partners, LLC
- $1.04 Billion
- Q3 2022
Shares
4 transactions
Others Institutions Holding SRVR
# of Institutions
106Shares Held
10.3MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC4.53MShares$145 Million0.01% of portfolio
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Northwestern Mutual Wealth Management CO1.39MShares$44.4 Million0.04% of portfolio
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Morgan Stanley New York, NY825KShares$26.4 Million0.0% of portfolio
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Ubs Group Ag488KShares$15.7 Million0.0% of portfolio
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Foster & Motley Inc Cincinnati, OH367KShares$11.8 Million0.69% of portfolio