Beaumont Financial Advisors, LLC Spdr Portfolio S&P 600 Small C Transaction History
Beaumont Financial Advisors, LLC
- $1.11 Billion
- Q3 2024
A detailed history of Beaumont Financial Advisors, LLC transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Beaumont Financial Advisors, LLC holds 6,479 shares of SPSM stock, worth $314,166. This represents 0.03% of its overall portfolio holdings.
Number of Shares
6,479
Previous 5,959
8.73%
Holding current value
$314,166
Previous $247,000
19.03%
% of portfolio
0.03%
Previous 0.02%
Shares
5 transactions
Others Institutions Holding SPSM
# of Institutions
868Shares Held
192MCall Options Held
62.3KPut Options Held
1.4K-
Financial Engines Advisors L.L.C. Santa Clara, CA22MShares$1.07 Billion2.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC19.5MShares$945 Million0.41% of portfolio
-
Betterment LLC New York, NY14.6MShares$710 Million1.58% of portfolio
-
Bank Of America Corp Charlotte, NC6.45MShares$313 Million0.02% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA5.55MShares$269 Million0.04% of portfolio