Beaumont Financial Partners, LLC Ishares Trishares 0 3 Mnth Tre Transaction History
Beaumont Financial Partners, LLC
- $1.04 Billion
- Q3 2022
A detailed history of Beaumont Financial Partners, LLC transactions in Ishares Trishares 0 3 Mnth Tre stock. As of the latest transaction made, Beaumont Financial Partners, LLC holds 1,740,775 shares of SGOV stock, worth $175 Million. This represents 16.74% of its overall portfolio holdings.
Number of Shares
1,740,775
Previous 1,799,640
3.27%
Holding current value
$175 Million
Previous $180 Million
3.13%
% of portfolio
16.74%
Previous 16.18%
Shares
3 transactions
Others Institutions Holding SGOV
# of Institutions
1,066Shares Held
180MCall Options Held
110KPut Options Held
9.8K-
Bank Of America Corp Charlotte, NC9.88MShares$994 Million0.07% of portfolio
-
Potomac Fund Management Inc /Adv Miami, FL9.35MShares$940 Million39.88% of portfolio
-
Morgan Stanley New York, NY8.25MShares$830 Million0.05% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.9MShares$794 Million0.25% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL2.62MShares$263 Million0.09% of portfolio