Beaumont Financial Advisors, LLC's ownership history for IVV

Beaumont Financial Advisors, LLC currently holds 90.8K shares with a market value of $62.2M. It started holding IVV on 2024-09-30. At its peak, it held 97.1K shares on 2025-06-30. Its highest holding value was $62.2M on 2025-12-31. At its lowest, it held 90.8K shares on 2025-12-31, with a value of $52.5M on 2025-03-31. In the recent 180 days, Beaumont Financial Advisors, LLC has decreased its shares by 6.3K. In the recent year, Beaumont Financial Advisors, LLC has decreased its shares by 2.2K.