Beaumont Capital Management, LLC Select Sector Spdr Tr Real Est Transaction History
Beaumont Capital Management, LLC
- $130 Million
- Q4 2024
A detailed history of Beaumont Capital Management, LLC transactions in Select Sector Spdr Tr Real Est stock. As of the latest transaction made, Beaumont Capital Management, LLC holds 138,842 shares of XLRE stock, worth $5.99 Million. This represents 4.36% of its overall portfolio holdings.
Number of Shares
138,842
Previous 102,519
35.43%
Holding current value
$5.99 Million
Previous $4.58 Million
23.3%
% of portfolio
4.36%
Previous 3.37%
Shares
11 transactions
Others Institutions Holding XLRE
# of Institutions
848Shares Held
134MCall Options Held
838KPut Options Held
4.48M-
Creative Planning Overland Park, KS31.9MShares$1.38 Billion1.27% of portfolio
-
Bank Of America Corp Charlotte, NC19.7MShares$850 Million0.07% of portfolio
-
Morgan Stanley New York, NY6.31MShares$272 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.39MShares$190 Million0.08% of portfolio
-
Wells Fargo & Company San Francisco, CA3.84MShares$166 Million0.04% of portfolio