Beaumont Financial Advisors, LLC Ishares Core S&P U.S. Value Et Transaction History
Beaumont Financial Advisors, LLC
- $1.14 Billion
- Q4 2024
A detailed history of Beaumont Financial Advisors, LLC transactions in Ishares Core S&P U.S. Value Et stock. As of the latest transaction made, Beaumont Financial Advisors, LLC holds 5,385 shares of IUSV stock, worth $513,459. This represents 0.04% of its overall portfolio holdings.
Number of Shares
5,385
Previous 5,385
-0.0%
Holding current value
$513,459
Previous $514,000
3.11%
% of portfolio
0.04%
Previous 0.05%
Shares
1 transactions
Others Institutions Holding IUSV
# of Institutions
738Shares Held
165MCall Options Held
2.9KPut Options Held
0-
Bank Of America Corp Charlotte, NC65.6MShares$6.25 Billion0.53% of portfolio
-
Lpl Financial LLC Fort Mill, SC13.4MShares$1.27 Billion0.59% of portfolio
-
Morgan Stanley New York, NY8.63MShares$823 Million0.06% of portfolio
-
Ronald Blue Trust, Inc. Brentwood, TN4.65MShares$444 Million5.6% of portfolio
-
Signaturefd, LLC Atlanta, GA4.31MShares$411 Million7.92% of portfolio