Beaumont Financial Advisors, LLC's ownership history for IWM

Beaumont Financial Advisors, LLC currently holds 947 shares with a market value of $233.1K. It started holding IWM on 2024-09-30. At its peak, it held 1.1K shares on 2025-09-30. Its highest holding value was $264.0K on 2025-09-30. At its lowest, it held 947 shares on 2025-12-31, with a value of $215.3K on 2024-09-30. In the recent 180 days, Beaumont Financial Advisors, LLC has decreased its shares by 143. In the recent year, Beaumont Financial Advisors, LLC has decreased its shares by 42.