Beaumont Financial Advisors, LLC First Tr ETF Vi Smid Cap Risin Transaction History
Beaumont Financial Advisors, LLC
- $1.24 Billion
- Q3 2025
Shares
1 transactions
Others Institutions Holding SDVY
# of Institutions
511Shares Held
190MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC23.8MShares$891 Million0.28% of portfolio
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Morgan Stanley New York, NY17.8MShares$668 Million0.04% of portfolio
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Raymond James Financial Inc St. Petersburg, FL12.8MShares$482 Million0.16% of portfolio
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Wells Fargo & Company San Francisco, CA12.5MShares$470 Million0.09% of portfolio
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Bank Of America Corp Charlotte, NC7.98MShares$299 Million0.02% of portfolio