Beaumont Financial Advisors, LLC Wisdomtree Tr Us Quality Divid Transaction History
Beaumont Financial Advisors, LLC
- $1.24 Billion
- Q3 2025
A detailed history of Beaumont Financial Advisors, LLC transactions in Wisdomtree Tr Us Quality Divid stock. As of the latest transaction made, Beaumont Financial Advisors, LLC holds 8,326 shares of DGRW stock, worth $739,515. This represents 0.06% of its overall portfolio holdings.
Number of Shares
8,326
Previous 8,326
-0.0%
Holding current value
$739,515
Previous $697,000
6.17%
% of portfolio
0.06%
Previous 0.06%
Shares
3 transactions
Others Institutions Holding DGRW
# of Institutions
811Shares Held
151MCall Options Held
2.7KPut Options Held
5.8K-
Pnc Financial Services Group, Inc. Pittsburgh, PA15.8MShares$1.4 Billion0.86% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.4MShares$1.1 Billion0.34% of portfolio
-
Bank Of America Corp Charlotte, NC12MShares$1.06 Billion0.07% of portfolio
-
Morgan Stanley New York, NY8.48MShares$754 Million0.05% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN7.12MShares$633 Million0.15% of portfolio