Beaumont Financial Advisors, LLC Select Sector Spdr Fund Health Transaction History
Beaumont Financial Advisors, LLC
- $1.1 Billion
- Q2 2024
A detailed history of Beaumont Financial Advisors, LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Beaumont Financial Advisors, LLC holds 6,332 shares of XLV stock, worth $978,167. This represents 0.08% of its overall portfolio holdings.
Number of Shares
6,332
Previous 5,701
11.07%
Holding current value
$978,167
Previous $842,000
9.5%
% of portfolio
0.08%
Previous 0.08%
Shares
7 transactions
Others Institutions Holding XLV
# of Institutions
1,853Shares Held
194MCall Options Held
8.49MPut Options Held
10.4M-
Bank Of America Corp Charlotte, NC38.3MShares$5.92 Billion0.5% of portfolio
-
Morgan Stanley New York, NY11.1MShares$1.72 Billion0.13% of portfolio
-
Jpmorgan Chase & CO New York, NY11MShares$1.7 Billion0.14% of portfolio
-
Wells Fargo & Company San Francisco, CA6.8MShares$1.05 Billion0.24% of portfolio
-
Envestnet Asset Management Inc6.2MShares$957 Million0.32% of portfolio