Beaumont Financial Advisors, LLC Spdr Series Tr Spdr S&P Divide Transaction History
Beaumont Financial Advisors, LLC
- $1.1 Billion
- Q2 2024
A detailed history of Beaumont Financial Advisors, LLC transactions in Spdr Series Tr Spdr S&P Divide stock. As of the latest transaction made, Beaumont Financial Advisors, LLC holds 5,195 shares of SDY stock, worth $729,014. This represents 0.06% of its overall portfolio holdings.
Number of Shares
5,195
Previous 5,235
0.76%
Holding current value
$729,014
Previous $687,000
3.93%
% of portfolio
0.06%
Previous 0.07%
Shares
7 transactions
Others Institutions Holding SDY
# of Institutions
1,200Shares Held
68.9MCall Options Held
43.4KPut Options Held
18.2K-
Bank Of America Corp Charlotte, NC7.83MShares$1.1 Billion0.09% of portfolio
-
Morgan Stanley New York, NY4.66MShares$654 Million0.05% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.94MShares$413 Million0.19% of portfolio
-
Joel Isaacson & Co., LLC2.43MShares$341 Million16.32% of portfolio
-
Royal Bank Of Canada Toronto, A62.41MShares$339 Million0.07% of portfolio