Beaumont Financial Partners, LLC Wisdomtree Bloomberg U.S. Doll Transaction History
Beaumont Financial Partners, LLC
- $1.04 Billion
- Q3 2022
Shares
5 transactions
Others Institutions Holding USDU
# of Institutions
68Shares Held
6.18MCall Options Held
10.8KPut Options Held
1.6K-
3 Edge Asset Management, LP1.68MShares$44.2 Million3.2% of portfolio
-
Gen Wealth Group, Inc.583KShares$15.3 Million3.54% of portfolio
-
Osborne Partners Capital Management, LLC473KShares$12.4 Million0.75% of portfolio
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Lpl Financial LLC Fort Mill, SC434KShares$11.4 Million0.01% of portfolio
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Envestnet Asset Management Inc283KShares$7.44 Million0.0% of portfolio