Beaumont Financial Advisors, LLC Select Sector Spdr Consumer Di Transaction History
Beaumont Financial Advisors, LLC
- $1.1 Billion
- Q2 2024
A detailed history of Beaumont Financial Advisors, LLC transactions in Select Sector Spdr Consumer Di stock. As of the latest transaction made, Beaumont Financial Advisors, LLC holds 7,885 shares of XLY stock, worth $1.44 Million. This represents 0.13% of its overall portfolio holdings.
Number of Shares
7,885
Previous 7,865
0.25%
Holding current value
$1.44 Million
Previous $1.45 Million
0.55%
% of portfolio
0.13%
Previous 0.14%
Shares
5 transactions
Others Institutions Holding XLY
# of Institutions
1,268Shares Held
81.4MCall Options Held
9.96MPut Options Held
13.9M-
Bank Of America Corp Charlotte, NC20.8MShares$3.81 Billion0.36% of portfolio
-
Jpmorgan Chase & CO New York, NY4.05MShares$739 Million0.07% of portfolio
-
Morgan Stanley New York, NY3.41MShares$623 Million0.05% of portfolio
-
Wells Fargo & Company San Francisco, CA2.91MShares$531 Million0.13% of portfolio
-
Envestnet Asset Management Inc2.39MShares$436 Million0.17% of portfolio