Beaumont Financial Advisors, LLC First Tr Nasdaq Clean Edge Sma Transaction History

Beaumont Financial Advisors, LLC

  • $1.14 Billion
  • Q4 2024

A detailed history of Beaumont Financial Advisors, LLC transactions in First Tr Nasdaq Clean Edge Sma stock. As of the latest transaction made, Beaumont Financial Advisors, LLC holds 1,678 shares of GRID stock, worth $206,259. This represents 0.02% of its overall portfolio holdings.

Number of Shares
1,678
Previous 1,696 1.06%
Holding current value
$206,259
Previous $215,000 6.98%
% of portfolio
0.02%
Previous 0.02%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 17, 2025
SELL
$119.34 - $127.78 $2,148 - $2,300
-18 Reduced 1.06%
1,678 $200,000
Q3 2024

Oct 09, 2024
BUY
$110.06 - $128.44 $186,661 - $217,834
1,696 New
1,696 $215,000
Q3 2023

Nov 01, 2023
BUY
$93.06 - $107.86 $199,985 - $231,791
2,149 New
2,149 $201,000

Others Institutions Holding GRID

# of Institutions
301
Shares Held
10.4M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TR NASDAQ CLEAN EDGE SMA

GRID Quotes by TradingView
  • Ticker GRID
  • Sector ETFs
  • Industry ETFs
More about GRID
Track This Portfolio

Track Beaumont Financial Advisors, LLC Portfolio

Follow Beaumont Financial Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Beaumont Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Beaumont Financial Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email