Beaumont Financial Advisors, LLC Technology Sector Spdr Transaction History
Beaumont Financial Advisors, LLC
- $1.1 Billion
- Q2 2024
A detailed history of Beaumont Financial Advisors, LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, Beaumont Financial Advisors, LLC holds 3,825 shares of XLK stock, worth $843,297. This represents 0.08% of its overall portfolio holdings.
Number of Shares
3,825
Previous 3,961
3.43%
Holding current value
$843,297
Previous $824,000
4.98%
% of portfolio
0.08%
Previous 0.08%
Shares
7 transactions
Others Institutions Holding XLK
# of Institutions
2,197Shares Held
173MCall Options Held
13.5MPut Options Held
14.8M-
Bank Of America Corp Charlotte, NC13.4MShares$2.95 Billion0.27% of portfolio
-
Wells Fargo & Company San Francisco, CA10.7MShares$2.36 Billion0.6% of portfolio
-
Morgan Stanley New York, NY9.47MShares$2.09 Billion0.17% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.05MShares$1.56 Billion0.81% of portfolio
-
Envestnet Asset Management Inc5.43MShares$1.2 Billion0.44% of portfolio