Beaumont Financial Advisors, LLC Ishares Core High Dividend ETF Transaction History
Beaumont Financial Advisors, LLC
- $1.11 Billion
- Q3 2024
A detailed history of Beaumont Financial Advisors, LLC transactions in Ishares Core High Dividend ETF stock. As of the latest transaction made, Beaumont Financial Advisors, LLC holds 80,534 shares of HDV stock, worth $8.93 Million. This represents 0.86% of its overall portfolio holdings.
Number of Shares
80,534
Previous 81,502
1.19%
Holding current value
$8.93 Million
Previous $8.86 Million
6.92%
% of portfolio
0.86%
Previous 0.8%
Shares
8 transactions
Others Institutions Holding HDV
# of Institutions
797Shares Held
48MCall Options Held
822KPut Options Held
56K-
Bank Of America Corp Charlotte, NC4.58MShares$508 Million0.05% of portfolio
-
Envestnet Asset Management Inc3.49MShares$387 Million0.14% of portfolio
-
Morgan Stanley New York, NY3.13MShares$347 Million0.03% of portfolio
-
Meiji Yasuda Life Insurance CO Tokyo, M03.01MShares$333 Million6.56% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.24MShares$248 Million0.12% of portfolio