Beaumont Financial Advisors, LLC Ishares Core S&P U.S. Value Et Transaction History
Beaumont Financial Advisors, LLC
- $1.11 Billion
- Q3 2024
A detailed history of Beaumont Financial Advisors, LLC transactions in Ishares Core S&P U.S. Value Et stock. As of the latest transaction made, Beaumont Financial Advisors, LLC holds 5,385 shares of IUSV stock, worth $508,020. This represents 0.05% of its overall portfolio holdings.
Number of Shares
5,385
Previous 5,385
-0.0%
Holding current value
$508,020
Previous $474,000
8.44%
% of portfolio
0.05%
Previous 0.04%
Shares
1 transactions
Others Institutions Holding IUSV
# of Institutions
708Shares Held
158MCall Options Held
2.8KPut Options Held
2K-
Bank Of America Corp Charlotte, NC63.3MShares$5.97 Billion0.5% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.9MShares$1.22 Billion0.58% of portfolio
-
Morgan Stanley New York, NY8.58MShares$809 Million0.06% of portfolio
-
Ronald Blue Trust, Inc. Brentwood, TN4.91MShares$464 Million5.88% of portfolio
-
Signaturefd, LLC Atlanta, GA4.31MShares$406 Million7.92% of portfolio