Beaumont Asset Management, L.L.C. Financial Sector Spdr Transaction History
Beaumont Asset Management, L.L.C.
- $168 Million
- Q4 2024
A detailed history of Beaumont Asset Management, L.L.C. transactions in Financial Sector Spdr stock. As of the latest transaction made, Beaumont Asset Management, L.L.C. holds 15,370 shares of XLF stock, worth $756,357. This represents 0.44% of its overall portfolio holdings.
Number of Shares
15,370
Previous 15,747
2.39%
Holding current value
$756,357
Previous $713,000
4.07%
% of portfolio
0.44%
Previous 0.42%
Shares
8 transactions
Others Institutions Holding XLF
# of Institutions
2,044Shares Held
761MCall Options Held
260MPut Options Held
336M-
Jpmorgan Chase & CO New York, NY109MShares$5.36 Billion0.43% of portfolio
-
Bank Of America Corp Charlotte, NC91.8MShares$4.52 Billion0.38% of portfolio
-
Morgan Stanley New York, NY56.5MShares$2.78 Billion0.2% of portfolio
-
Envestnet Asset Management Inc22.2MShares$1.09 Billion0.36% of portfolio
-
Wells Fargo & Company San Francisco, CA19.8MShares$974 Million0.22% of portfolio