Beaumont Financial Advisors, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Beaumont Financial Advisors, LLC
- $1.14 Billion
- Q4 2024
A detailed history of Beaumont Financial Advisors, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Beaumont Financial Advisors, LLC holds 10,382 shares of SPDW stock, worth $371,883. This represents 0.03% of its overall portfolio holdings.
Number of Shares
10,382
Previous 10,353
0.28%
Holding current value
$371,883
Previous $388,000
8.76%
% of portfolio
0.03%
Previous 0.04%
Shares
9 transactions
Others Institutions Holding SPDW
# of Institutions
982Shares Held
502MCall Options Held
500Put Options Held
200-
Financial Engines Advisors L.L.C. Santa Clara, CA61.9MShares$2.22 Billion4.77% of portfolio
-
Creative Planning Overland Park, KS53.4MShares$1.91 Billion1.99% of portfolio
-
Allworth Financial LP31.7MShares$1.14 Billion6.24% of portfolio
-
Lpl Financial LLC Fort Mill, SC28MShares$1 Billion0.4% of portfolio
-
Auto Owners Insurance CO Lansing, MI17.6MShares$630 Million16.39% of portfolio