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 $200,604. This represents 0.02% of its overall portfolio holdings.
Number of Shares
1,678
Previous 1,696
1.06%
Holding current value
$200,604
Previous $215,000
6.98%
% of portfolio
0.02%
Previous 0.02%
Shares
3 transactions
Others Institutions Holding GRID
# of Institutions
303Shares Held
10.5MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY1.32MShares$158 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC841KShares$101 Million0.01% of portfolio
-
Assetmark, Inc763KShares$91.2 Million0.25% of portfolio
-
Lpl Financial LLC Fort Mill, SC673KShares$80.5 Million0.03% of portfolio
-
Wells Fargo & Company San Francisco, CA393KShares$46.9 Million0.01% of portfolio