Beaumont Financial Advisors, LLC First Tr Fd Dow Jones Transaction History

Beaumont Financial Advisors, LLC

$1.14 Billion
Q4 2024

A detailed history of Beaumont Financial Advisors, LLC transactions in First Tr Fd Dow Jones stock. As of the latest transaction made, Beaumont Financial Advisors, LLC holds 48,570 shares of FDN stock, worth $12.8 Million. This represents 1.04% of its overall portfolio holdings.

Number of Shares

48,570

Previous 48,908 0.69%

Holding current value

$12.8 Million

Previous $10.4 Million 14.0%

% of portfolio

1.04%

Previous 0.94%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 17, 2025	SELL	$210.5 - $257.24 $71,149 - $86,947	-338 Reduced 0.69%	48,570 $11.8 Million
Q3 2024 Oct 09, 2024	SELL	$183.68 - $212.48 $125,453 - $145,123	-683 Reduced 1.38%	48,908 $10.4 Million
Q2 2024 Jul 24, 2024	SELL	$192.91 - $207.84 $101,663 - $109,531	-527 Reduced 1.05%	49,591 $10.2 Million
Q1 2024 May 10, 2024	SELL	$179.04 - $206.29 $71,257 - $82,103	-398 Reduced 0.79%	50,118 $10.3 Million
Q4 2023 Jan 31, 2024	SELL	$147.79 - $188.39 $56,603 - $72,153	-383 Reduced 0.75%	50,516 $9.42 Million
Q3 2023 Nov 01, 2023	SELL	$156.69 - $174.63 $79,128 - $88,188	-505 Reduced 0.98%	50,899 $8.12 Million
Q2 2023 Aug 02, 2023	SELL	$137.79 - $164.55 $83,638 - $99,881	-607 Reduced 1.17%	51,404 $8.38 Million
Q1 2023 May 08, 2023	SELL	$121.41 - $153.27 $103,684 - $130,892	-854 Reduced 1.62%	52,011 $7.69 Million
Q4 2022 Jan 25, 2023	BUY	$116.11 - $135.9 $6.14 Million - $7.18 Million	52,865 New	52,865 $0

Others Institutions Holding FDN

# of Institutions

568

Shares Held

15.6M

Call Options Held

91.2K

Put Options Held

79.6K

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About FIRST TR FD DOW JONES

Ticker FDN
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Beaumont Financial Advisors, LLC First Tr Fd Dow Jones Transaction History