Beaumont Financial Partners, LLC Ishares Trishares 0 3 Mnth Tre Transaction History
Beaumont Financial Partners, LLC
- $1.04 Billion
- Q3 2022
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
Others Institutions Holding SGOV
# of Institutions
971Shares Held
390MCall Options Held
3.8KPut Options Held
0-
Kingstone Capital Partners Texas, LLC Frisco, TX193MShares$19.4 Billion3.1% of portfolio
-
Laurel Wealth Advisors LLC Charlotte, NC22.9MShares$2.3 Billion3.26% of portfolio
-
Bank Of America Corp Charlotte, NC10.6MShares$1.06 Billion0.08% of portfolio
-
Cornerstone Advisors Asset Management, Inc Bethlehem, PA10.3MShares$1.03 Billion3.16% of portfolio
-
Morgan Stanley New York, NY8.4MShares$844 Million0.06% of portfolio