Number of Shares
82,139.00
Current Holdings Value*
$46.15 Mil
% of Portfolio
27.88%
Total Estimate Gain
$22.33 Mil
% of Total Estimate Gain
56.33%

Beaumont Asset Management, L.L.C.'s iShares Core S&P 500 ETF Holding Summary

As of 2025-03-31, Beaumont Asset Management, L.L.C. held 82,139.00 shares of iShares Core S&P 500 ETF(IVV), totaling $46.15 Mil. This investment constitutes 27.88% of their stock portfolio, and Beaumont Asset Management, L.L.C. now holds 0.01% of the outstanding iShares Core S&P 500 ETF(IVV) stock.

The initial trade took place in 2019Q4. And since then Beaumont Asset Management, L.L.C. has made 13 purchases of IVV, at an average price of $362.67, for a total of 109,323.00 shares. In addition, there have been 8 sales at an average price of $371.13 for 27,184.00 shares. Based on historical transaction data and IVV's current price of $631.74, Beaumont Asset Management, L.L.C.'s estimated gain on his IVV holdings is $22.33 Mil, reflecting a 56.33% gain to date.

Beaumont Asset Management, L.L.C. IVV ($631.74) Holding Chart

Beaumont Asset Management, L.L.C. IVV ($631.74) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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