Beaumont Financial Advisors, LLC Ishares Tr Russell 200 Value E Transaction History
Beaumont Financial Advisors, LLC
- $1.11 Billion
- Q3 2024
A detailed history of Beaumont Financial Advisors, LLC transactions in Ishares Tr Russell 200 Value E stock. As of the latest transaction made, Beaumont Financial Advisors, LLC holds 5,442 shares of IWX stock, worth $438,026. This represents 0.04% of its overall portfolio holdings.
Number of Shares
5,442
Previous 5,442
-0.0%
Holding current value
$438,026
Previous $407,000
8.6%
% of portfolio
0.04%
Previous 0.04%
Shares
1 transactions
Others Institutions Holding IWX
# of Institutions
171Shares Held
40.5MCall Options Held
0Put Options Held
0-
Tiaa Trust, National Association Charlotte, NC10.3MShares$832 Million2.39% of portfolio
-
Tiaa, Fsb St. Louis, MO8.12MShares$654 Million1.98% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA6.85MShares$552 Million1.99% of portfolio
-
First Citizens Bank & Trust CO6.31MShares$508 Million7.86% of portfolio
-
Ae Wealth Management LLC953KShares$76.7 Million0.79% of portfolio