Beaumont Asset Management, L.L.C. Ishares Tr Ibonds Dec 2026 Ter Transaction History
Beaumont Asset Management, L.L.C.
- $168 Million
- Q4 2024
A detailed history of Beaumont Asset Management, L.L.C. transactions in Ishares Tr Ibonds Dec 2026 Ter stock. As of the latest transaction made, Beaumont Asset Management, L.L.C. holds 193,832 shares of IBDR stock, worth $4.6 Million. This represents 2.74% of its overall portfolio holdings.
Number of Shares
193,832
Previous 162,304
19.43%
Holding current value
$4.6 Million
Previous $3.85 Million
19.43%
% of portfolio
2.74%
Previous 2.29%
Shares
2 transactions
Others Institutions Holding IBDR
# of Institutions
384Shares Held
93.2MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC7.84MShares$186 Million0.02% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN5.33MShares$127 Million0.03% of portfolio
-
Morgan Stanley New York, NY3.59MShares$85.2 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA3.02MShares$71.7 Million0.02% of portfolio
-
Capital Advisors Inc2.22MShares$52.7 Million1.08% of portfolio