Beaumont Financial Advisors, LLC Select Sector Spdr Consumer Di Transaction History
Beaumont Financial Advisors, LLC
- $1.13 Billion
- Q1 2025
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 9,578 shares of XLY stock, worth $2.1 Million. This represents 0.17% of its overall portfolio holdings.
Number of Shares
9,578
Previous 8,439
13.5%
Holding current value
$2.1 Million
Previous $1.89 Million
0.11%
% of portfolio
0.17%
Previous 0.17%
Shares
8 transactions
Others Institutions Holding XLY
# of Institutions
1,418Shares Held
115MCall Options Held
6.96MPut Options Held
16.1M-
Kingstone Capital Partners Texas, LLC Frisco, TX31.2MShares$6.83 Billion0.88% of portfolio
-
Bank Of America Corp Charlotte, NC19.5MShares$4.27 Billion0.32% of portfolio
-
Jpmorgan Chase & CO New York, NY5.44MShares$1.19 Billion0.08% of portfolio
-
Morgan Stanley New York, NY4.39MShares$962 Million0.06% of portfolio
-
Wells Fargo & Company San Francisco, CA2.96MShares$649 Million0.14% of portfolio