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
793Shares Held
113MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY5.23MShares$526 Million0.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.24MShares$426 Million0.18% of portfolio
-
Bank Of America Corp Charlotte, NC3.24MShares$326 Million0.03% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX3.05MShares$307 Million0.65% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL2.14MShares$215 Million0.08% of portfolio